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 | $51,779 | $67,823-23.7% | $52,425-1.2% | $137,256-62.3% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 21.51% | 219.11%-197.6pp | 302.12%-280.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,453 | $1,163+110.9% | $914+168.3% | $4,156-41.0% |
| Participant deferral / active EE | $7,090 | $2,288+209.9% | $1,790+296.0% | $6,407+10.7% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.0% | $12,270-99.8% |