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 | $21,198 | $85,022-75.1% | $70,515-69.9% | $139,434-84.8% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 21.70% | 30.38%-8.7pp | 32.77%-11.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,515 | $3,909-61.2% | $2,973-49.0% | $4,751-68.1% |
| Participant deferral / active EE | $8,118 | $5,890+37.8% | $4,567+77.8% | $6,710+21.0% |
| Admin fee / account holder | $60 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |