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 | $12,957 | $72,071-82.0% | $68,368-81.0% | $137,256-90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.01% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $740 | $2,788-73.4% | $2,649-72.1% | $4,156-82.2% |
| Participant deferral / active EE | $4,297 | $4,410-2.6% | $4,123+4.2% | $6,407-32.9% |
| Admin fee / account holder | $51 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |