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 | $19,224 | $72,071-73.3% | $68,368-71.9% | $137,256-86.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.86% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,848 | $2,788-33.7% | $2,649-30.2% | $4,156-55.5% |
| Participant deferral / active EE | $2,364 | $4,410-46.4% | $4,123-42.7% | $6,407-63.1% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |