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 | $149,040-70.7% | $120,225-63.7% | $137,256-68.2% |
| Participation rate | 94.1% | 75.4%+18.7pp | 69.6%+24.5pp | 80.0%+14.2pp |
| Annual return | 26.92% | 605.68%-578.8pp | 439.23%-412.3pp | 220.34%-193.4pp |
| Employer contribution / active EE | $95 | $4,350-97.8% | $3,475-97.3% | $4,156-97.7% |
| Participant deferral / active EE | $3,185 | $4,655-31.6% | $3,999-20.4% | $6,407-50.3% |
| Admin fee / account holder | $221 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |