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 | $8,242 | $118,427-93.0% | $66,042-87.5% | $142,382-94.2% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 20.17% | 35.57%-15.4pp | 52.11%-31.9pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,376 | $2,570-46.5% | $1,579-12.9% | $4,299-68.0% |
| Participant deferral / active EE | $1,470 | $4,311-65.9% | $2,835-48.1% | $6,507-77.4% |
| Admin fee / account holder | $256 | $9,593-97.3% | $5,747-95.5% | $12,624-98.0% |