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 | $21,592 | $70,756-69.5% | $65,493-67.0% | $142,382-84.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 26.24% | 1754.89%-1728.7pp | 982.45%-956.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $5,966 | $2,881+107.1% | $2,574+131.7% | $4,299+38.8% |
| Participant deferral / active EE | $8,443 | $4,637+82.1% | $3,961+113.2% | $6,507+29.8% |
| Admin fee / account holder | $75 | $6,559-98.9% | $5,028-98.5% | $12,624-99.4% |