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 | $19,898 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.99% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,405 | $5,313-73.6% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $1,863 | $6,462-71.2% | $5,626-66.9% | $6,688-72.1% |
| Admin fee / account holder | $125 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |