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 | $25,453 | $70,606-64.0% | $53,898-52.8% | $142,382-82.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 21.45% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,959 | $1,202+146.2% | $932+217.5% | $4,299-31.2% |
| Participant deferral / active EE | $4,116 | $2,364+74.1% | $1,826+125.4% | $6,507-36.7% |
| Admin fee / account holder | $75 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |