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 | $28,361 | $117,983-76.0% | $101,794-72.1% | $142,382-80.1% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 18.42% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $998 | $2,773-64.0% | $2,289-56.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,997 | $4,714-57.6% | $4,084-51.1% | $6,507-69.3% |
| Admin fee / account holder | $145 | $10,433-98.6% | $8,777-98.4% | $12,624-98.9% |