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 | $13,463 | $104,974-87.2% | $95,585-85.9% | $142,382-90.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 19.30% | 210.33%-191.0pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,947 | $2,779-29.9% | $2,527-22.9% | $4,299-54.7% |
| Participant deferral / active EE | $2,308 | $4,352-47.0% | $4,023-42.6% | $6,507-64.5% |
| Admin fee / account holder | $260 | $6,386-95.9% | $6,127-95.8% | $12,624-97.9% |