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 4-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 | $8,224 | $70,756-88.4% | $65,493-87.4% | $142,382-94.2% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 20.46% | 1754.89%-1734.4pp | 982.45%-962.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $417 | $2,881-85.5% | $2,574-83.8% | $4,299-90.3% |
| Participant deferral / active EE | $1,385 | $4,637-70.1% | $3,961-65.0% | $6,507-78.7% |
| Admin fee / account holder | $48 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |