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 4-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 | $5,795 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 21.88% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,227 | $2,854-57.0% | $2,721-54.9% | $4,299-71.5% |
| Participant deferral / active EE | $1,534 | $4,454-65.6% | $4,175-63.2% | $6,507-76.4% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |