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 3-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 | $23,719 | $111,754-78.8% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.81% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,193 | $4,212-71.7% | $3,868-69.2% | $4,660-74.4% |
| Participant deferral / active EE | $5,523 | $5,619-1.7% | $5,057+9.2% | $6,688-17.4% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |