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 8-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 | $15,130 | $127,264-88.1% | $109,895-86.2% | $167,490-91.0% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.2%+4.0pp | 82.1%-3.8pp |
| Annual return | 26.69% | 22.97%+3.7pp | 29.45%-2.8pp | 478.56%-451.9pp |
| Employer contribution / active EE | $1,396 | $3,322-58.0% | $2,842-50.9% | $4,837-71.1% |
| Participant deferral / active EE | $3,579 | $4,514-20.7% | $4,048-11.6% | $6,341-43.6% |
| Admin fee / account holder | $16 | $7,114-99.8% | $6,066-99.7% | $12,309-99.9% |