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 3-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 | $16,073 | $112,729-85.7% | $98,716-83.7% | $137,256-88.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 22.98% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,123 | $2,725-58.8% | $2,279-50.7% | $4,156-73.0% |
| Participant deferral / active EE | $4,882 | $4,640+5.2% | $4,048+20.6% | $6,407-23.8% |
| Admin fee / account holder | $49 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |