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 | $5,377 | $74,888-92.8% | $71,209-92.4% | $142,382-96.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.56% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,346 | $2,854-52.8% | $2,721-50.5% | $4,299-68.7% |
| Participant deferral / active EE | $1,724 | $4,454-61.3% | $4,175-58.7% | $6,507-73.5% |
| Admin fee / account holder | $196 | $5,568-96.5% | $5,349-96.3% | $12,624-98.5% |