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 3-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 | $10,578 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,209 | $4,015-69.9% | $3,754-67.8% | $4,299-71.9% |
| Participant deferral / active EE | $1,595 | $5,564-71.3% | $5,116-68.8% | $6,507-75.5% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |