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 | $9,720 | $96,635-89.9% | $86,612-88.8% | $139,434-93.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 52.02% | 106.41%-54.4pp | 591.07%-539.1pp | 372.94%-320.9pp |
| Employer contribution / active EE | $2,364 | $3,263-27.5% | $3,022-21.8% | $4,751-50.2% |
| Participant deferral / active EE | $3,608 | $4,836-25.4% | $4,438-18.7% | $6,710-46.2% |
| Admin fee / account holder | $189 | $6,408-97.1% | $5,614-96.6% | $11,403-98.3% |