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 | $94,395 | $111,754-15.5% | $103,333-8.6% | $145,922-35.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 16.28% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,189 | $4,212-48.0% | $3,868-43.4% | $4,660-53.0% |
| Participant deferral / active EE | $4,965 | $5,619-11.6% | $5,057-1.8% | $6,688-25.8% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |