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 5-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 | $17,928 | $114,381-84.3% | $107,525-83.3% | $142,382-87.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 19.36% | 242.71%-223.3pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,942 | $4,015-51.6% | $3,754-48.3% | $4,299-54.8% |
| Participant deferral / active EE | $3,134 | $5,564-43.7% | $5,116-38.7% | $6,507-51.8% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |