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 | $22,564 | $96,635-76.7% | $86,612-73.9% | $139,434-83.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.54% | 106.41%-89.9pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,557 | $3,263-52.3% | $3,022-48.5% | $4,751-67.2% |
| Participant deferral / active EE | $5,849 | $4,836+20.9% | $4,438+31.8% | $6,710-12.8% |
| Admin fee / account holder | $256 | $6,408-96.0% | $5,614-95.4% | $11,403-97.8% |