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 | $40,165 | $183,519-78.1% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.76% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,057 | $5,313-61.3% | $4,672-56.0% | $4,660-55.9% |
| Participant deferral / active EE | $6,387 | $6,462-1.2% | $5,626+13.5% | $6,688-4.5% |
| Admin fee / account holder | $198 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |