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 | $9,207 | $111,535-91.7% | $105,223-91.3% | $137,256-93.3% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 24.89% | 237.85%-213.0pp | 180.65%-155.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,407 | $3,939-64.3% | $3,689-61.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,152 | $5,500-60.9% | $5,072-57.6% | $6,407-66.4% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |