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 | $14,424 | $74,888-80.7% | $71,209-79.7% | $142,382-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.80% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $603 | $2,854-78.9% | $2,721-77.8% | $4,299-86.0% |
| Participant deferral / active EE | $689 | $4,454-84.5% | $4,175-83.5% | $6,507-89.4% |
| Admin fee / account holder | $90 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |