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 | $72,071-80.5% | $68,368-79.5% | $137,256-89.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 17.60% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,463 | $2,788-47.5% | $2,649-44.8% | $4,156-64.8% |
| Participant deferral / active EE | $1,829 | $4,410-58.5% | $4,123-55.6% | $6,407-71.5% |
| Admin fee / account holder | $37 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |