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 | $12,696 | $99,877-87.3% | $84,966-85.1% | $145,922-91.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 12.40% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,059 | $3,231-67.2% | $2,727-61.2% | $4,660-77.3% |
| Participant deferral / active EE | $1,686 | $5,291-68.1% | $4,519-62.7% | $6,688-74.8% |
| Admin fee / account holder | $122 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |