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 | $43,644 | $158,398-72.4% | $126,539-65.5% | $142,382-69.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 26.92% | 593.76%-566.8pp | 425.95%-399.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $95 | $4,650-98.0% | $3,674-97.4% | $4,299-97.8% |
| Participant deferral / active EE | $3,185 | $4,767-33.2% | $4,083-22.0% | $6,507-51.1% |
| Admin fee / account holder | $221 | $6,918-96.8% | $6,065-96.4% | $12,624-98.2% |