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 | $18,841 | $74,888-74.8% | $71,209-73.5% | $142,382-86.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 25.56% | 345.14%-319.6pp | 282.51%-256.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,914 | $2,854-33.0% | $2,721-29.7% | $4,299-55.5% |
| Participant deferral / active EE | $4,924 | $4,454+10.6% | $4,175+17.9% | $6,507-24.3% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |