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 | $14,034 | $74,888-81.3% | $71,209-80.3% | $142,382-90.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.60% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,463 | $2,854-48.8% | $2,721-46.2% | $4,299-66.0% |
| Participant deferral / active EE | $1,829 | $4,454-58.9% | $4,175-56.2% | $6,507-71.9% |
| Admin fee / account holder | $37 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |