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 | $30,145 | $126,574-76.2% | $106,213-71.6% | $145,922-79.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.52% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,515 | $3,730-59.4% | $3,171-52.2% | $4,660-67.5% |
| Participant deferral / active EE | $1,736 | $5,724-69.7% | $5,016-65.4% | $6,688-74.0% |
| Admin fee / account holder | $161 | $17,304-99.1% | $11,033-98.5% | $13,397-98.8% |