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 | $16,334 | $114,381-85.7% | $107,525-84.8% | $142,382-88.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 19.69% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,275 | $4,015-43.3% | $3,754-39.4% | $4,299-47.1% |
| Participant deferral / active EE | $3,188 | $5,564-42.7% | $5,116-37.7% | $6,507-51.0% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |