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 | $24,094 | $111,754-78.4% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.98% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,031 | $4,212-75.5% | $3,868-73.3% | $4,660-77.9% |
| Participant deferral / active EE | $4,427 | $5,619-21.2% | $5,057-12.5% | $6,688-33.8% |
| Admin fee / account holder | $29 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |