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 | $55,994 | $111,754-49.9% | $103,333-45.8% | $145,922-61.6% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 14.38% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,499 | $4,212-40.7% | $3,868-35.4% | $4,660-46.4% |
| Participant deferral / active EE | $5,316 | $5,619-5.4% | $5,057+5.1% | $6,688-20.5% |
| Admin fee / account holder | $64 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |