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 | $24,840 | $111,754-77.8% | $103,333-76.0% | $145,922-83.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.61% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,701 | $4,212-59.6% | $3,868-56.0% | $4,660-63.5% |
| Participant deferral / active EE | $3,024 | $5,619-46.2% | $5,057-40.2% | $6,688-54.8% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |