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 | $23,380 | $90,348-74.1% | $75,972-69.2% | $145,922-84.0% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 15.54% | 620.88%-605.3pp | 359.55%-344.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,044 | $3,311-38.3% | $2,685-23.9% | $4,660-56.1% |
| Participant deferral / active EE | $6,011 | $5,162+16.5% | $4,255+41.3% | $6,688-10.1% |
| Admin fee / account holder | $47 | $8,467-99.4% | $6,467-99.3% | $13,397-99.6% |