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 | $38,804 | $57,281-32.3% | $86,612-55.2% | $75,163-48.4% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | 25.04% | 2670.75%-2645.7pp | 591.07%-566.0pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,767 | $2,314-23.7% | $3,022-41.5% | $2,670-33.8% |
| Participant deferral / active EE | $2,804 | $3,318-15.5% | $4,438-36.8% | $4,125-32.0% |
| Admin fee / account holder | $293 | $4,112-92.9% | $5,614-94.8% | $5,651-94.8% |