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 | $20,107 | $126,574-84.1% | $106,213-81.1% | $145,922-86.2% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 12.52% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,001 | $3,730-46.4% | $3,171-36.9% | $4,660-57.1% |
| Participant deferral / active EE | $3,690 | $5,724-35.5% | $5,016-26.4% | $6,688-44.8% |
| Admin fee / account holder | $18 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |