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 | $23,760 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.00% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,442 | $5,286-53.8% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $7,619 | $8,428-9.6% | $8,070-5.6% | $6,688+13.9% |
| Admin fee / account holder | $160 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |