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 | $28,065 | $133,922-79.0% | $116,228-75.9% | $142,382-80.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 15.67% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,053 | $3,446-69.4% | $2,994-64.8% | $4,299-75.5% |
| Participant deferral / active EE | $7,452 | $5,672+31.4% | $4,953+50.4% | $6,507+14.5% |
| Admin fee / account holder | $39 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |