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 | $20,010 | $127,065-84.3% | $113,168-82.3% | $142,382-85.9% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 38.29% | 24.03%+14.3pp | 24.27%+14.0pp | 217.08%-178.8pp |
| Employer contribution / active EE | $2,739 | $3,442-20.4% | $2,975-7.9% | $4,299-36.3% |
| Participant deferral / active EE | $5,035 | $5,716-11.9% | $5,107-1.4% | $6,507-22.6% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |