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 | $42,143 | $114,381-63.2% | $107,525-60.8% | $142,382-70.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.81% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,161 | $4,015-46.2% | $3,754-42.4% | $4,299-49.7% |
| Participant deferral / active EE | $7,092 | $5,564+27.4% | $5,116+38.6% | $6,507+9.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |