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 4-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 | $16,103 | $68,097-76.4% | $62,929-74.4% | $137,256-88.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 22.76% | 1859.11%-1836.4pp | 1063.93%-1041.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $478 | $2,811-83.0% | $2,505-80.9% | $4,156-88.5% |
| Participant deferral / active EE | $6,824 | $4,553+49.9% | $3,888+75.5% | $6,407+6.5% |
| Admin fee / account holder | $76 | $6,521-98.8% | $5,065-98.5% | $12,270-99.4% |