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 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.86% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,848 | $2,854-35.3% | $2,721-32.1% | $4,299-57.0% |
| Participant deferral / active EE | $2,364 | $4,454-46.9% | $4,175-43.4% | $6,507-63.7% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |