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 | $12,324 | $46,553-73.5% | $64,056-80.8% | $75,163-83.6% |
| Participation rate | 88.6% | 65.9%+22.7pp | 72.3%+16.3pp | 67.2%+21.4pp |
| Annual return | 30.82% | 26.03%+4.8pp | 33.69%-2.9pp | 160.62%-129.8pp |
| Employer contribution / active EE | $2,429 | $1,974+23.1% | $2,747-11.6% | $2,670-9.0% |
| Participant deferral / active EE | $3,164 | $2,837+11.5% | $3,880-18.5% | $4,125-23.3% |
| Admin fee / account holder | $77 | $2,952-97.4% | $3,068-97.5% | $5,651-98.6% |