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 | $8,169 | $81,625-90.0% | $58,482-86.0% | $139,434-94.1% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 29.24% | 7404.20%-7375.0pp | 4239.32%-4210.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $720 | $1,398-48.5% | $1,053-31.6% | $4,751-84.8% |
| Participant deferral / active EE | $2,661 | $2,557+4.1% | $1,924+38.3% | $6,710-60.3% |
| Admin fee / account holder | $159 | $3,265-95.1% | $2,516-93.7% | $11,403-98.6% |