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 | $25,628 | $74,888-65.8% | $71,209-64.0% | $142,382-82.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 17.82% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,231 | $2,854-56.9% | $2,721-54.8% | $4,299-71.4% |
| Participant deferral / active EE | $1,231 | $4,454-72.4% | $4,175-70.5% | $6,507-81.1% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |