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 | $14,300 | $114,381-87.5% | $107,525-86.7% | $142,382-90.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 24.18% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,307 | $4,015-42.5% | $3,754-38.5% | $4,299-46.3% |
| Participant deferral / active EE | $2,601 | $5,564-53.3% | $5,116-49.2% | $6,507-60.0% |
| Admin fee / account holder | $36 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |