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 | $12,177 | $54,705-77.7% | $71,209-82.9% | $84,808-85.6% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 22.25% | 35.90%-13.6pp | 282.51%-260.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,103 | $2,158-48.9% | $2,721-59.5% | $2,631-58.1% |
| Participant deferral / active EE | $3,164 | $3,030+4.4% | $4,175-24.2% | $4,212-24.9% |
| Admin fee / account holder | $32 | $4,863-99.3% | $5,349-99.4% | $7,344-99.6% |