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 3-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 | $31,761 | $159,901-80.1% | $146,958-78.4% | $145,922-78.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.52% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,900 | $5,286-64.1% | $4,933-61.5% | $4,660-59.2% |
| Participant deferral / active EE | $4,919 | $8,428-41.6% | $8,070-39.0% | $6,688-26.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |