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 | $18,940 | $106,515-82.2% | $96,683-80.4% | $139,434-86.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 31.65% | 38.43%-6.8pp | 35.69%-4.0pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,569 | $4,103-61.8% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $6,629 | $5,454+21.5% | $4,878+35.9% | $6,710-1.2% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |