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 | $14,206 | $99,877-85.8% | $84,966-83.3% | $145,922-90.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 17.67% | 83.76%-66.1pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,368 | $3,231-26.7% | $2,727-13.2% | $4,660-49.2% |
| Participant deferral / active EE | $4,878 | $5,291-7.8% | $4,519+7.9% | $6,688-27.1% |
| Admin fee / account holder | $15 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |