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 | $12,064 | $27,915-56.8% | $58,482-79.4% | $75,163-84.0% |
| Participation rate | 89.3% | 38.8%+50.5pp | 50.9%+38.4pp | 67.2%+22.1pp |
| Annual return | 18.43% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $718 | $669+7.3% | $1,053-31.8% | $2,670-73.1% |
| Participant deferral / active EE | $1,732 | $1,201+44.2% | $1,924-10.0% | $4,125-58.0% |
| Admin fee / account holder | $162 | $1,726-90.6% | $2,516-93.6% | $5,651-97.1% |