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 3-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 | $18,504 | $70,606-73.8% | $53,898-65.7% | $142,382-87.0% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 26.94% | 619.81%-592.9pp | 528.60%-501.7pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,625 | $1,202+35.2% | $932+74.3% | $4,299-62.2% |
| Participant deferral / active EE | $5,226 | $2,364+121.1% | $1,826+186.1% | $6,507-19.7% |
| Admin fee / account holder | $124 | $2,852-95.7% | $2,491-95.0% | $12,624-99.0% |