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 | $16,584 | $177,572-90.7% | $154,803-89.3% | $142,382-88.4% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 17.86% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,098 | $4,810-77.2% | $4,305-74.5% | $4,299-74.5% |
| Participant deferral / active EE | $2,045 | $6,272-67.4% | $5,540-63.1% | $6,507-68.6% |
| Admin fee / account holder | $99 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |