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 | $24,637 | $159,901-84.6% | $146,958-83.2% | $145,922-83.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.93% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,772 | $5,286-47.6% | $4,933-43.8% | $4,660-40.5% |
| Participant deferral / active EE | $9,134 | $8,428+8.4% | $8,070+13.2% | $6,688+36.6% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |