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 | $10,465 | $74,888-86.0% | $71,209-85.3% | $142,382-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.35% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,020 | $2,854-64.3% | $2,721-62.5% | $4,299-76.3% |
| Participant deferral / active EE | $2,327 | $4,454-47.8% | $4,175-44.3% | $6,507-64.2% |
| Admin fee / account holder | $220 | $5,568-96.0% | $5,349-95.9% | $12,624-98.3% |