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 | $16,899 | $109,982-84.6% | $97,226-82.6% | $145,922-88.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 23.99% | 242.90%-218.9pp | 75.13%-51.1pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,240 | $3,084-27.4% | $2,729-17.9% | $4,660-51.9% |
| Participant deferral / active EE | $5,007 | $4,676+7.1% | $4,264+17.4% | $6,688-25.1% |
| Admin fee / account holder | $67 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |