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 | $31,772 | $114,381-72.2% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.86% | 242.71%-220.8pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,283 | $4,015-68.0% | $3,754-65.8% | $4,299-70.2% |
| Participant deferral / active EE | $4,117 | $5,564-26.0% | $5,116-19.5% | $6,507-36.7% |
| Admin fee / account holder | $71 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |