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 | $16,324 | $112,729-85.5% | $98,716-83.5% | $137,256-88.1% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 21.30% | 38.48%-17.2pp | 31.81%-10.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,107 | $2,725-59.4% | $2,279-51.4% | $4,156-73.4% |
| Participant deferral / active EE | $3,303 | $4,640-28.8% | $4,048-18.4% | $6,407-48.5% |
| Admin fee / account holder | $36 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |