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 | $27,240 | $81,625-66.6% | $58,482-53.4% | $139,434-80.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 31.07% | 7404.20%-7373.1pp | 4239.32%-4208.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $1,343 | $1,398-4.0% | $1,053+27.5% | $4,751-71.7% |
| Participant deferral / active EE | $3,827 | $2,557+49.7% | $1,924+98.9% | $6,710-43.0% |
| Admin fee / account holder | $74 | $3,265-97.7% | $2,516-97.0% | $11,403-99.3% |