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 | $23,478 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.41% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,777 | $5,286-66.4% | $4,933-64.0% | $4,660-61.9% |
| Participant deferral / active EE | $3,098 | $8,428-63.2% | $8,070-61.6% | $6,688-53.7% |
| Admin fee / account holder | $54 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |