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 | $15,708 | $29,660-47.0% | $56,411-72.2% | $80,856-80.6% |
| Participation rate | 72.7% | 41.6%+31.1pp | 52.5%+20.3pp | 67.6%+5.1pp |
| Annual return | 11.14% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,178 | $669+374.8% | $1,039+206.0% | $2,755+15.4% |
| Participant deferral / active EE | $2,335 | $1,226+90.5% | $1,952+19.6% | $4,296-45.6% |
| Admin fee / account holder | $218 | $2,428-91.0% | $2,829-92.3% | $6,918-96.8% |