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 | $8,469 | $74,888-88.7% | $71,209-88.1% | $142,382-94.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 22.51% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,233 | $2,854-56.8% | $2,721-54.7% | $4,299-71.3% |
| Participant deferral / active EE | $1,755 | $4,454-60.6% | $4,175-58.0% | $6,507-73.0% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |