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 | $17,885 | $114,381-84.4% | $107,525-83.4% | $142,382-87.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 23.76% | 242.71%-218.9pp | 181.32%-157.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,821 | $4,015-54.7% | $3,754-51.5% | $4,299-57.7% |
| Participant deferral / active EE | $2,685 | $5,564-51.8% | $5,116-47.5% | $6,507-58.7% |
| Admin fee / account holder | $34 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |