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 3-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 | $12,364 | $111,754-88.9% | $103,333-88.0% | $145,922-91.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 17.02% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,706 | $4,212-35.8% | $3,868-30.0% | $4,660-41.9% |
| Participant deferral / active EE | $3,297 | $5,619-41.3% | $5,057-34.8% | $6,688-50.7% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |