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 | $21,525 | $72,071-70.1% | $68,368-68.5% | $137,256-84.3% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 21.36% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,513 | $2,788-9.9% | $2,649-5.1% | $4,156-39.5% |
| Participant deferral / active EE | $3,393 | $4,410-23.1% | $4,123-17.7% | $6,407-47.0% |
| Admin fee / account holder | $31 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |