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 | $18,465 | $70,606-73.8% | $53,898-65.7% | $142,382-87.0% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 20.39% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,912 | $1,202+59.1% | $932+105.1% | $4,299-55.5% |
| Participant deferral / active EE | $4,134 | $2,364+74.9% | $1,826+126.4% | $6,507-36.5% |
| Admin fee / account holder | $35 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |