See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,833 | $99,877-88.2% | $84,966-86.1% | $145,922-91.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.74% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,681 | $3,231-48.0% | $2,727-38.4% | $4,660-63.9% |
| Participant deferral / active EE | $2,101 | $5,291-60.3% | $4,519-53.5% | $6,688-68.6% |
| Admin fee / account holder | $13 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |