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 | $15,753 | $99,877-84.2% | $84,966-81.5% | $145,922-89.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 8.25% | 83.76%-75.5pp | 66.38%-58.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,875 | $3,231-42.0% | $2,727-31.3% | $4,660-59.8% |
| Participant deferral / active EE | $2,638 | $5,291-50.1% | $4,519-41.6% | $6,688-60.6% |
| Admin fee / account holder | $19 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |