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 | $10,439 | $54,705-80.9% | $71,209-85.3% | $84,808-87.7% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 20.19% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $843 | $2,158-60.9% | $2,721-69.0% | $2,631-68.0% |
| Participant deferral / active EE | $3,488 | $3,030+15.1% | $4,175-16.5% | $4,212-17.2% |
| Admin fee / account holder | $58 | $4,863-98.8% | $5,349-98.9% | $7,344-99.2% |