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 | $10,606 | $99,877-89.4% | $84,966-87.5% | $145,922-92.7% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 16.15% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,885 | $3,231-41.7% | $2,727-30.9% | $4,660-59.5% |
| Participant deferral / active EE | $2,702 | $5,291-48.9% | $4,519-40.2% | $6,688-59.6% |
| Admin fee / account holder | $6 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |