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 | $9,555 | $114,381-91.6% | $107,525-91.1% | $142,382-93.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 20.27% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,649 | $4,015-58.9% | $3,754-56.1% | $4,299-61.6% |
| Participant deferral / active EE | $2,251 | $5,564-59.6% | $5,116-56.0% | $6,507-65.4% |
| Admin fee / account holder | $63 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |