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 3-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 | $5,599 | $74,888-92.5% | $71,209-92.1% | $142,382-96.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.68% | 345.14%-317.5pp | 282.51%-254.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,052 | $2,854-63.1% | $2,721-61.3% | $4,299-75.5% |
| Participant deferral / active EE | $2,641 | $4,454-40.7% | $4,175-36.7% | $6,507-59.4% |
| Admin fee / account holder | $142 | $5,568-97.5% | $5,349-97.3% | $12,624-98.9% |