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 | $13,304 | $95,266-86.0% | $82,389-83.9% | $142,382-90.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 20.82% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,512 | $2,991-49.4% | $2,517-39.9% | $4,299-64.8% |
| Participant deferral / active EE | $1,799 | $4,809-62.6% | $4,155-56.7% | $6,507-72.3% |
| Admin fee / account holder | $28 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |