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 7-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 | $9,895 | $104,974-90.6% | $95,585-89.6% | $142,382-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.98% | 210.33%-190.3pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $907 | $2,779-67.4% | $2,527-64.1% | $4,299-78.9% |
| Participant deferral / active EE | $1,089 | $4,352-75.0% | $4,023-72.9% | $6,507-83.3% |
| Admin fee / account holder | $57 | $6,386-99.1% | $6,127-99.1% | $12,624-99.6% |