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 5-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 | $8,392 | $99,877-91.6% | $84,966-90.1% | $145,922-94.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,238 | $3,231-61.7% | $2,727-54.6% | $4,660-73.4% |
| Participant deferral / active EE | $958 | $5,291-81.9% | $4,519-78.8% | $6,688-85.7% |
| Admin fee / account holder | $107 | $7,248-98.5% | $6,149-98.3% | $13,397-99.2% |