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 | $9,381 | $81,625-88.5% | $58,482-84.0% | $139,434-93.3% |
| Participation rate | 95.0% | 61.3%+33.7pp | 50.9%+44.1pp | 80.3%+14.7pp |
| Annual return | 26.43% | 7404.20%-7377.8pp | 4239.32%-4212.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $939 | $1,398-32.9% | $1,053-10.9% | $4,751-80.2% |
| Participant deferral / active EE | $3,437 | $2,557+34.4% | $1,924+78.7% | $6,710-48.8% |
| Admin fee / account holder | $175 | $3,265-94.6% | $2,516-93.1% | $11,403-98.5% |