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 | $5,255 | $87,166-94.0% | $76,735-93.2% | $137,256-96.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.96% | 26.50%-4.5pp | 29.77%-7.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,170 | $2,904-59.7% | $2,454-52.3% | $4,156-71.9% |
| Participant deferral / active EE | $2,813 | $4,726-40.5% | $4,088-31.2% | $6,407-56.1% |
| Admin fee / account holder | $170 | $8,403-98.0% | $7,189-97.6% | $12,270-98.6% |