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 3-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 | $11,535 | $95,266-87.9% | $82,389-86.0% | $142,382-91.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 28.80% | 25.74%+3.1pp | 28.67%+0.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,402 | $2,991-53.1% | $2,517-44.3% | $4,299-67.4% |
| Participant deferral / active EE | $5,594 | $4,809+16.3% | $4,155+34.7% | $6,507-14.0% |
| Admin fee / account holder | $124 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |