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 | $13,831 | $74,888-81.5% | $71,209-80.6% | $142,382-90.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.04% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,109 | $2,854-61.2% | $2,721-59.3% | $4,299-74.2% |
| Participant deferral / active EE | $1,756 | $4,454-60.6% | $4,175-57.9% | $6,507-73.0% |
| Admin fee / account holder | $74 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |