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 | $9,585 | $76,407-87.5% | $150,298-93.6% | $82,448-88.4% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 30.40% | 39.99%-9.6pp | 62.79%-32.4pp | 41.64%-11.2pp |
| Employer contribution / active EE | $1,643 | $2,614-37.1% | $4,154-60.4% | $2,551-35.6% |
| Participant deferral / active EE | $2,406 | $3,214-25.1% | $5,453-55.9% | $4,139-41.9% |
| Admin fee / account holder | $166 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |