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 | $62,668 | $111,754-43.9% | $103,333-39.4% | $145,922-57.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 12.16% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,508 | $4,212-64.2% | $3,868-61.0% | $4,660-67.6% |
| Participant deferral / active EE | $7,139 | $5,619+27.1% | $5,057+41.2% | $6,688+6.8% |
| Admin fee / account holder | $11 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |