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 | $13,306 | $70,756-81.2% | $65,493-79.7% | $142,382-90.7% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 17.95% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $363 | $2,881-87.4% | $2,574-85.9% | $4,299-91.6% |
| Participant deferral / active EE | $1,804 | $4,637-61.1% | $3,961-54.5% | $6,507-72.3% |
| Admin fee / account holder | $35 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |