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 | $23,648 | $70,606-66.5% | $53,898-56.1% | $142,382-83.4% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 20.21% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,243 | $1,202+86.6% | $932+140.6% | $4,299-47.8% |
| Participant deferral / active EE | $4,273 | $2,364+80.7% | $1,826+134.0% | $6,507-34.3% |
| Admin fee / account holder | $144 | $2,852-94.9% | $2,491-94.2% | $12,624-98.9% |