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 | $21,860 | $114,381-80.9% | $107,525-79.7% | $142,382-84.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.06% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,806 | $4,015-55.0% | $3,754-51.9% | $4,299-58.0% |
| Participant deferral / active EE | $1,806 | $5,564-67.5% | $5,116-64.7% | $6,507-72.3% |
| Admin fee / account holder | $255 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |