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 | $39,501 | $102,604-61.5% | $86,188-54.2% | $139,434-71.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.94% | 1922.51%-1904.6pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,704 | $3,032-10.8% | $2,380+13.6% | $4,751-43.1% |
| Participant deferral / active EE | $5,295 | $4,676+13.2% | $3,985+32.9% | $6,710-21.1% |
| Admin fee / account holder | $40 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |