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 | $17,075 | $111,814-84.7% | $103,374-83.5% | $145,959-88.3% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,654 | $4,214-37.0% | $3,869-31.4% | $4,661-43.1% |
| Participant deferral / active EE | $4,330 | $5,618-22.9% | $5,058-14.4% | $6,689-35.3% |
| Admin fee / account holder | $75 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |