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 | $6,348 | $74,888-91.5% | $71,209-91.1% | $142,382-95.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 25.93% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,222 | $2,854-57.2% | $2,721-55.1% | $4,299-71.6% |
| Participant deferral / active EE | $1,985 | $4,454-55.4% | $4,175-52.5% | $6,507-69.5% |
| Admin fee / account holder | $50 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |