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 4-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 | $6,151 | $70,606-91.3% | $53,898-88.6% | $142,382-95.7% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 20.75% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,028 | $1,202-14.5% | $932+10.3% | $4,299-76.1% |
| Participant deferral / active EE | $1,028 | $2,364-56.5% | $1,826-43.7% | $6,507-84.2% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |