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 | $30,943 | $70,606-56.2% | $53,898-42.6% | $142,382-78.3% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 19.40% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,932 | $1,202+60.7% | $932+107.3% | $4,299-55.1% |
| Participant deferral / active EE | $2,324 | $2,364-1.7% | $1,826+27.3% | $6,507-64.3% |
| Admin fee / account holder | $27 | $2,852-99.1% | $2,491-98.9% | $12,624-99.8% |