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 | $68,097-68.3% | $62,929-65.7% | $137,256-84.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 26.24% | 1859.11%-1832.9pp | 1063.93%-1037.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $5,966 | $2,811+112.2% | $2,505+138.2% | $4,156+43.5% |
| Participant deferral / active EE | $8,443 | $4,553+85.5% | $3,888+117.2% | $6,407+31.8% |
| Admin fee / account holder | $75 | $6,521-98.8% | $5,065-98.5% | $12,270-99.4% |