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 | $10,888 | $104,974-89.6% | $95,585-88.6% | $142,382-92.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 21.53% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,164 | $2,779-58.1% | $2,527-53.9% | $4,299-72.9% |
| Participant deferral / active EE | $2,094 | $4,352-51.9% | $4,023-48.0% | $6,507-67.8% |
| Admin fee / account holder | $282 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |