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 | $7,251 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.39% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $546 | $2,854-80.9% | $2,721-79.9% | $4,299-87.3% |
| Participant deferral / active EE | $1,241 | $4,454-72.1% | $4,175-70.3% | $6,507-80.9% |
| Admin fee / account holder | $170 | $5,568-96.9% | $5,349-96.8% | $12,624-98.7% |