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 | $24,332 | $159,901-84.8% | $146,958-83.4% | $145,922-83.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.74% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,848 | $5,286-65.0% | $4,933-62.5% | $4,660-60.3% |
| Participant deferral / active EE | $4,873 | $8,428-42.2% | $8,070-39.6% | $6,688-27.1% |
| Admin fee / account holder | $228 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |