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 | $49,823 | $114,381-56.4% | $107,525-53.7% | $142,382-65.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.80% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,495 | $4,015-37.8% | $3,754-33.5% | $4,299-42.0% |
| Participant deferral / active EE | $10,111 | $5,564+81.7% | $5,116+97.6% | $6,507+55.4% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |