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 3-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 | $13,867 | $172,111-91.9% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 22.07% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,590 | $4,636-65.7% | $4,154-61.7% | $4,156-61.8% |
| Participant deferral / active EE | $2,318 | $6,166-62.4% | $5,453-57.5% | $6,407-63.8% |
| Admin fee / account holder | $27 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |