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 | $32,819 | $40,256-18.5% | $57,343-42.8% | $59,632-45.0% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.3pp | 68.7%+28.8pp |
| Annual return | 4.72% | 27.49%-22.8pp | 24.39%-19.7pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,353 | $2,399+39.8% | $3,162+6.0% | $3,192+5.1% |
| Admin fee / account holder | $255 | $2,818-91.0% | $3,356-92.4% | $4,297-94.1% |