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 | $18,234 | $126,519-85.6% | $106,201-82.8% | $145,959-87.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.81% | 225.10%-213.3pp | 116.26%-104.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,664 | $3,726-55.3% | $3,170-47.5% | $4,661-64.3% |
| Participant deferral / active EE | $2,078 | $5,716-63.6% | $5,012-58.5% | $6,689-68.9% |
| Admin fee / account holder | $180 | $17,312-99.0% | $11,039-98.4% | $13,398-98.7% |