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 | $40,437 | $106,515-62.0% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 15.01% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,398 | $4,103-65.9% | $3,737-62.6% | $4,751-70.6% |
| Participant deferral / active EE | $12,574 | $5,454+130.6% | $4,878+157.8% | $6,710+87.4% |
| Admin fee / account holder | $256 | $7,877-96.7% | $6,730-96.2% | $11,403-97.8% |