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 | $11,922 | $111,754-89.3% | $103,333-88.5% | $145,922-91.8% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.79% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,237 | $4,212-46.9% | $3,868-42.2% | $4,660-52.0% |
| Participant deferral / active EE | $4,085 | $5,619-27.3% | $5,057-19.2% | $6,688-38.9% |
| Admin fee / account holder | $169 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |