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 | $9,660 | $29,660-67.4% | $56,411-82.9% | $80,856-88.1% |
| Participation rate | 84.0% | 41.6%+42.4pp | 52.5%+31.5pp | 67.6%+16.4pp |
| Annual return | 15.35% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $968 | $669+44.6% | $1,039-6.8% | $2,755-64.9% |
| Participant deferral / active EE | $2,480 | $1,226+102.3% | $1,952+27.1% | $4,296-42.3% |
| Admin fee / account holder | $24 | $2,428-99.0% | $2,829-99.2% | $6,918-99.7% |