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 | $13,980 | $114,381-87.8% | $107,525-87.0% | $142,382-90.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.75% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,240 | $4,015-69.1% | $3,754-67.0% | $4,299-71.1% |
| Participant deferral / active EE | $7,387 | $5,564+32.8% | $5,116+44.4% | $6,507+13.5% |
| Admin fee / account holder | $75 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |