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 | $27,915 | $106,584-73.8% | $101,326-72.4% | $142,382-80.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 19.99% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,442 | $3,956-38.3% | $3,665-33.4% | $4,299-43.2% |
| Participant deferral / active EE | $6,363 | $8,297-23.3% | $7,994-20.4% | $6,507-2.2% |
| Admin fee / account holder | $65 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |