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 | $111,535-88.9% | $105,223-88.2% | $137,256-90.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 21.86% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,851 | $3,939-53.0% | $3,689-49.8% | $4,156-55.5% |
| Participant deferral / active EE | $3,648 | $5,500-33.7% | $5,072-28.1% | $6,407-43.1% |
| Admin fee / account holder | $36 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |