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 | $4,192 | $72,071-94.2% | $68,368-93.9% | $137,256-96.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 25.78% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,041 | $2,788-62.6% | $2,649-60.7% | $4,156-74.9% |
| Participant deferral / active EE | $2,194 | $4,410-50.3% | $4,123-46.8% | $6,407-65.8% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |