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 6-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 | $5,942 | $104,974-94.3% | $95,585-93.8% | $142,382-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.29% | 210.33%-189.0pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $435 | $2,779-84.4% | $2,527-82.8% | $4,299-89.9% |
| Participant deferral / active EE | $1,260 | $4,352-71.1% | $4,023-68.7% | $6,507-80.6% |
| Admin fee / account holder | $63 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |