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 | $24,246 | $150,187-83.9% | $120,354-79.9% | $145,922-83.4% |
| Participation rate | 89.5% | 78.8%+10.7pp | 71.9%+17.6pp | 80.3%+9.2pp |
| Annual return | 133.42% | 154.07%-20.6pp | 107.15%+26.3pp | 561.29%-427.9pp |
| Employer contribution / active EE | $2,591 | $4,348-40.4% | $3,463-25.2% | $4,660-44.4% |
| Participant deferral / active EE | $5,716 | $6,173-7.4% | $4,991+14.5% | $6,688-14.5% |
| Admin fee / account holder | $153 | $12,207-98.7% | $9,423-98.4% | $13,397-98.9% |