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 | $12,432 | $114,381-89.1% | $107,525-88.4% | $142,382-91.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 21.86% | 242.71%-220.8pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,851 | $4,015-53.9% | $3,754-50.7% | $4,299-56.9% |
| Participant deferral / active EE | $3,648 | $5,564-34.4% | $5,116-28.7% | $6,507-43.9% |
| Admin fee / account holder | $36 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |