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 | $23,234 | $76,738-69.7% | $56,411-58.8% | $145,922-84.1% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 10.55% | 2994.23%-2983.7pp | 1701.33%-1690.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,187 | $1,380+58.5% | $1,039+110.5% | $4,660-53.1% |
| Participant deferral / active EE | $634 | $2,623-75.8% | $1,952-67.5% | $6,688-90.5% |
| Admin fee / account holder | $297 | $3,334-91.1% | $2,829-89.5% | $13,397-97.8% |