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 3-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 | $29,188 | $110,257-73.5% | $96,544-69.8% | $139,434-79.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 25.67% | 26.32%-0.6pp | 25.84%-0.2pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,202 | $3,620-39.2% | $2,965-25.7% | $4,751-53.7% |
| Participant deferral / active EE | $10,070 | $5,548+81.5% | $4,851+107.6% | $6,710+50.1% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |