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 | $8,510 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 24.17% | 345.14%-321.0pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,204 | $2,854-57.8% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $1,255 | $4,454-71.8% | $4,175-69.9% | $6,507-80.7% |
| Admin fee / account holder | $68 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |