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 | $23,896 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 36.91% | 79.19%-42.3pp | 68.23%-31.3pp | 372.94%-336.0pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,856-28.9% | $4,751-27.4% |
| Participant deferral / active EE | $5,502 | $8,100-32.1% | $7,758-29.1% | $6,710-18.0% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |