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 | $20,007 | $107,452-81.4% | $91,541-78.1% | $142,382-85.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 13.31% | 22.06%-8.7pp | 20.50%-7.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,018 | $2,994-66.0% | $2,505-59.4% | $4,299-76.3% |
| Participant deferral / active EE | $1,247 | $4,754-73.8% | $4,008-68.9% | $6,507-80.8% |
| Admin fee / account holder | $134 | $8,834-98.5% | $6,956-98.1% | $12,624-98.9% |