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 | $14,936 | $99,918-85.1% | $81,382-81.6% | $145,922-89.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.01% | 34.32%-19.3pp | 24.73%-9.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,623 | $2,978-45.5% | $2,463-34.1% | $4,660-65.2% |
| Participant deferral / active EE | $3,152 | $4,605-31.5% | $3,883-18.8% | $6,688-52.9% |
| Admin fee / account holder | $147 | $8,212-98.2% | $5,768-97.5% | $13,397-98.9% |