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 | $15,900 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.51% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,552 | $4,810-67.7% | $4,305-64.0% | $4,299-63.9% |
| Participant deferral / active EE | $2,298 | $6,272-63.4% | $5,540-58.5% | $6,507-64.7% |
| Admin fee / account holder | $106 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |