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 | $24,074 | $72,071-66.6% | $68,368-64.8% | $137,256-82.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.18% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,246 | $2,788-55.3% | $2,649-53.0% | $4,156-70.0% |
| Participant deferral / active EE | $5,401 | $4,410+22.5% | $4,123+31.0% | $6,407-15.7% |
| Admin fee / account holder | $214 | $5,336-96.0% | $5,150-95.9% | $12,270-98.3% |