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 | $22,502 | $117,983-80.9% | $101,794-77.9% | $142,382-84.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 24.37% | 36.92%-12.6pp | 30.53%-6.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $997 | $2,773-64.0% | $2,289-56.4% | $4,299-76.8% |
| Participant deferral / active EE | $5,669 | $4,714+20.3% | $4,084+38.8% | $6,507-12.9% |
| Admin fee / account holder | $43 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |