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 5-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 | $9,330 | $81,625-88.6% | $58,482-84.0% | $139,434-93.3% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.5pp | 80.3%+12.0pp |
| Annual return | 9.38% | 7404.20%-7394.8pp | 4239.32%-4229.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,370 | $1,398-2.0% | $1,053+30.1% | $4,751-71.2% |
| Participant deferral / active EE | $1,659 | $2,557-35.1% | $1,924-13.8% | $6,710-75.3% |
| Admin fee / account holder | $170 | $3,265-94.8% | $2,516-93.2% | $11,403-98.5% |