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 | $50,578 | $100,773-49.8% | $88,946-43.1% | $142,382-64.5% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.29% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $916 | $2,918-68.6% | $2,555-64.2% | $4,299-78.7% |
| Participant deferral / active EE | $2,331 | $5,230-55.4% | $4,581-49.1% | $6,507-64.2% |
| Admin fee / account holder | $73 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |