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 | $18,823 | $74,888-74.9% | $71,209-73.6% | $142,382-86.8% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 22.02% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,257 | $2,854-20.9% | $2,721-17.1% | $4,299-47.5% |
| Participant deferral / active EE | $2,775 | $4,454-37.7% | $4,175-33.5% | $6,507-57.4% |
| Admin fee / account holder | $118 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |