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 | $16,521 | $106,515-84.5% | $96,683-82.9% | $139,434-88.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 57.81% | 38.43%+19.4pp | 35.69%+22.1pp | 372.94%-315.1pp |
| Employer contribution / active EE | $1,046 | $4,103-74.5% | $3,737-72.0% | $4,751-78.0% |
| Participant deferral / active EE | $7,953 | $5,454+45.8% | $4,878+63.0% | $6,710+18.5% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |