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 | $29,261 | $106,584-72.5% | $101,326-71.1% | $142,382-79.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 20.41% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,070 | $3,956-47.7% | $3,665-43.5% | $4,299-51.9% |
| Participant deferral / active EE | $3,092 | $8,297-62.7% | $7,994-61.3% | $6,507-52.5% |
| Admin fee / account holder | $85 | $11,446-99.3% | $11,185-99.2% | $12,624-99.3% |