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 | $36,021 | $85,022-57.6% | $70,515-48.9% | $139,434-74.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.37% | 30.38%-17.0pp | 32.77%-19.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $626 | $3,909-84.0% | $2,973-78.9% | $4,751-86.8% |
| Participant deferral / active EE | $21,000 | $5,890+256.5% | $4,567+359.8% | $6,710+213.0% |
| Admin fee / account holder | $49 | $8,906-99.5% | $6,412-99.2% | $11,403-99.6% |