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 | $44,582 | $74,888-40.5% | $71,209-37.4% | $142,382-68.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.21% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $797 | $2,854-72.1% | $2,721-70.7% | $4,299-81.5% |
| Participant deferral / active EE | $1,593 | $4,454-64.2% | $4,175-61.8% | $6,507-75.5% |
| Admin fee / account holder | $282 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |