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 | $15,465 | $90,348-82.9% | $75,972-79.6% | $145,922-89.4% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 13.65% | 620.88%-607.2pp | 359.55%-345.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,026 | $3,311-38.8% | $2,685-24.5% | $4,660-56.5% |
| Participant deferral / active EE | $3,860 | $5,162-25.2% | $4,255-9.3% | $6,688-42.3% |
| Admin fee / account holder | $18 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |