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 | $23,421 | $118,450-80.2% | $98,439-76.2% | $139,434-83.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 18.18% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,499 | $3,609-58.5% | $3,048-50.8% | $4,751-68.5% |
| Participant deferral / active EE | $1,724 | $5,392-68.0% | $4,738-63.6% | $6,710-74.3% |
| Admin fee / account holder | $112 | $14,026-99.2% | $8,948-98.7% | $11,403-99.0% |