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 | $16,620 | $96,635-82.8% | $86,612-80.8% | $139,434-88.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 32.71% | 106.41%-73.7pp | 591.07%-558.4pp | 372.94%-340.2pp |
| Employer contribution / active EE | $2,045 | $3,263-37.3% | $3,022-32.3% | $4,751-57.0% |
| Participant deferral / active EE | $4,988 | $4,836+3.2% | $4,438+12.4% | $6,710-25.7% |
| Admin fee / account holder | $174 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |