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 5-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 | $32,634 | $111,754-70.8% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.99% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,955 | $4,212-53.6% | $3,868-49.4% | $4,660-58.0% |
| Participant deferral / active EE | $4,603 | $5,619-18.1% | $5,057-9.0% | $6,688-31.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |