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 | $17,020 | $74,888-77.3% | $71,209-76.1% | $142,382-88.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 16.88% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,073 | $2,854-27.4% | $2,721-23.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,933 | $4,454-11.7% | $4,175-5.8% | $6,507-39.6% |
| Admin fee / account holder | $167 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |