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 | $13,344 | $111,724-88.1% | $93,606-85.7% | $145,922-90.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 21.51% | 202.98%-181.5pp | 133.20%-111.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $3,164 | $3,090+2.4% | $2,420+30.8% | $4,660-32.1% |
| Participant deferral / active EE | $4,250 | $4,912-13.5% | $4,411-3.7% | $6,688-36.5% |
| Admin fee / account holder | $80 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |