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 | $23,599 | $111,724-78.9% | $93,606-74.8% | $145,922-83.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.44% | 202.98%-192.5pp | 133.20%-122.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $816 | $3,090-73.6% | $2,420-66.3% | $4,660-82.5% |
| Participant deferral / active EE | $1,654 | $4,912-66.3% | $4,411-62.5% | $6,688-75.3% |
| Admin fee / account holder | $176 | $10,250-98.3% | $8,285-97.9% | $13,397-98.7% |