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 | $22,487 | $93,024-75.8% | $77,024-70.8% | $134,475-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 4.79% | 62.60%-57.8pp | 42.32%-37.5pp | 417.96%-413.2pp |
| Employer contribution / active EE | $1,071 | $3,418-68.7% | $2,812-61.9% | $4,740-77.4% |
| Participant deferral / active EE | $9,154 | $5,238+74.8% | $4,426+106.8% | $6,400+43.0% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |