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 | $16,192 | $99,877-83.8% | $84,966-80.9% | $145,922-88.9% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 16.23% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,004 | $3,231-7.0% | $2,727+10.2% | $4,660-35.5% |
| Participant deferral / active EE | $5,989 | $5,291+13.2% | $4,519+32.5% | $6,688-10.5% |
| Admin fee / account holder | $68 | $7,248-99.1% | $6,149-98.9% | $13,397-99.5% |