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 | $18,361 | $183,519-90.0% | $155,509-88.2% | $145,922-87.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.10% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,848 | $5,313-27.6% | $4,672-17.6% | $4,660-17.4% |
| Participant deferral / active EE | $3,227 | $6,462-50.1% | $5,626-42.6% | $6,688-51.7% |
| Admin fee / account holder | $111 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |