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 | $18,860 | $104,974-82.0% | $95,585-80.3% | $142,382-86.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 39.85% | 210.33%-170.5pp | 38.56%+1.3pp | 217.08%-177.2pp |
| Employer contribution / active EE | $1,442 | $2,779-48.1% | $2,527-42.9% | $4,299-66.5% |
| Participant deferral / active EE | $4,287 | $4,352-1.5% | $4,023+6.6% | $6,507-34.1% |
| Admin fee / account holder | $31 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |