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 3-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 | $30,530 | $111,754-72.7% | $103,333-70.5% | $145,922-79.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,348 | $4,212-68.0% | $3,868-65.1% | $4,660-71.1% |
| Participant deferral / active EE | $6,110 | $5,619+8.7% | $5,057+20.8% | $6,688-8.6% |
| Admin fee / account holder | $39 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |