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 | $5,266 | $88,751-94.1% | $81,812-93.6% | $145,922-96.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.19% | 1025.40%-1006.2pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $560 | $3,083-81.8% | $2,912-80.8% | $4,660-88.0% |
| Participant deferral / active EE | $1,293 | $4,643-72.2% | $4,319-70.1% | $6,688-80.7% |
| Admin fee / account holder | $23 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |