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 | $17,058 | $114,381-85.1% | $107,525-84.1% | $142,382-88.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 21.01% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,709 | $4,015-57.4% | $3,754-54.5% | $4,299-60.2% |
| Participant deferral / active EE | $2,294 | $5,564-58.8% | $5,116-55.2% | $6,507-64.7% |
| Admin fee / account holder | $90 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |