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 | $17,827 | $74,888-76.2% | $71,209-75.0% | $142,382-87.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 16.99% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,313 | $2,854-19.0% | $2,721-15.0% | $4,299-46.2% |
| Participant deferral / active EE | $2,449 | $4,454-45.0% | $4,175-41.4% | $6,507-62.4% |
| Admin fee / account holder | $214 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |