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 | $24,480 | $99,652-75.4% | $78,778-68.9% | $147,584-83.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.55% | 47.28%-29.7pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,460 | $2,796-47.8% | $1,986-26.5% | $4,876-70.1% |
| Participant deferral / active EE | $2,490 | $3,664-32.0% | $2,958-15.8% | $5,439-54.2% |
| Admin fee / account holder | $228 | $7,155-96.8% | $5,134-95.6% | $10,885-97.9% |