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 | $18,649 | $72,400-74.2% | $67,502-72.4% | $145,922-87.2% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 16.06% | 7182.46%-7166.4pp | 3512.12%-3496.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,839 | $3,069-40.1% | $2,731-32.7% | $4,660-60.5% |
| Participant deferral / active EE | $5,433 | $4,783+13.6% | $4,000+35.8% | $6,688-18.8% |
| Admin fee / account holder | $30 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |