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 | $14,590 | $114,381-87.2% | $107,525-86.4% | $142,382-89.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 28.50% | 242.71%-214.2pp | 181.32%-152.8pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,790 | $4,015-55.4% | $3,754-52.3% | $4,299-58.4% |
| Participant deferral / active EE | $2,911 | $5,564-47.7% | $5,116-43.1% | $6,507-55.3% |
| Admin fee / account holder | $61 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |