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 | $28,184 | $104,974-73.2% | $95,585-70.5% | $142,382-80.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 21.96% | 210.33%-188.4pp | 38.56%-16.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,815 | $2,779+37.3% | $2,527+51.0% | $4,299-11.3% |
| Participant deferral / active EE | $7,675 | $4,352+76.4% | $4,023+90.8% | $6,507+17.9% |
| Admin fee / account holder | $291 | $6,386-95.4% | $6,127-95.3% | $12,624-97.7% |