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 | $14,169 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 19.47% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,494 | $4,212-17.1% | $3,868-9.7% | $4,660-25.0% |
| Participant deferral / active EE | $7,039 | $5,619+25.3% | $5,057+39.2% | $6,688+5.2% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |