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 | $11,104 | $117,983-90.6% | $101,794-89.1% | $142,382-92.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 26.59% | 36.92%-10.3pp | 30.53%-3.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,706 | $2,773-38.5% | $2,289-25.5% | $4,299-60.3% |
| Participant deferral / active EE | $3,293 | $4,714-30.1% | $4,084-19.4% | $6,507-49.4% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |