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 | $24,062 | $109,904-78.1% | $97,167-75.2% | $145,959-83.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.56% | 243.43%-231.9pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,518 | $3,084-50.8% | $2,729-44.4% | $4,661-67.4% |
| Participant deferral / active EE | $3,156 | $4,676-32.5% | $4,264-26.0% | $6,689-52.8% |
| Admin fee / account holder | $151 | $6,216-97.6% | $5,650-97.3% | $13,398-98.9% |