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 | $17,020 | $72,071-76.4% | $68,368-75.1% | $137,256-87.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 16.88% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,073 | $2,788-25.6% | $2,649-21.7% | $4,156-50.1% |
| Participant deferral / active EE | $3,933 | $4,410-10.8% | $4,123-4.6% | $6,407-38.6% |
| Admin fee / account holder | $167 | $5,336-96.9% | $5,150-96.8% | $12,270-98.6% |