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 | $13,044 | $96,635-86.5% | $86,612-84.9% | $139,434-90.6% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.2pp |
| Annual return | 21.39% | 106.41%-85.0pp | 591.07%-569.7pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,349 | $3,263-58.6% | $3,022-55.4% | $4,751-71.6% |
| Participant deferral / active EE | $2,709 | $4,836-44.0% | $4,438-39.0% | $6,710-59.6% |
| Admin fee / account holder | $286 | $6,408-95.5% | $5,614-94.9% | $11,403-97.5% |