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 | $24,373 | $114,381-78.7% | $107,525-77.3% | $142,382-82.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 32.52% | 242.71%-210.2pp | 181.32%-148.8pp | 217.08%-184.6pp |
| Employer contribution / active EE | $2,677 | $4,015-33.3% | $3,754-28.7% | $4,299-37.7% |
| Participant deferral / active EE | $3,387 | $5,564-39.1% | $5,116-33.8% | $6,507-47.9% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |