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 3-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 | $14,734 | $111,754-86.8% | $103,333-85.7% | $145,922-89.9% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 13.13% | 24.77%-11.6pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,791 | $4,212-57.5% | $3,868-53.7% | $4,660-61.6% |
| Participant deferral / active EE | $5,936 | $5,619+5.6% | $5,057+17.4% | $6,688-11.2% |
| Admin fee / account holder | $66 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |