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 | $47,207 | $111,754-57.8% | $103,333-54.3% | $145,922-67.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.69% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,189 | $4,212-48.0% | $3,868-43.4% | $4,660-53.0% |
| Participant deferral / active EE | $8,893 | $5,619+58.3% | $5,057+75.8% | $6,688+33.0% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |