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 | $9,942 | $114,381-91.3% | $107,525-90.8% | $142,382-93.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.23% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,327 | $4,015-67.0% | $3,754-64.7% | $4,299-69.1% |
| Participant deferral / active EE | $1,826 | $5,564-67.2% | $5,116-64.3% | $6,507-71.9% |
| Admin fee / account holder | $207 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |