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 | $10,037 | $100,773-90.0% | $88,946-88.7% | $142,382-93.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.37% | 70.18%-48.8pp | 57.82%-36.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $850 | $2,918-70.9% | $2,555-66.7% | $4,299-80.2% |
| Participant deferral / active EE | $1,428 | $5,230-72.7% | $4,581-68.8% | $6,507-78.1% |
| Admin fee / account holder | $67 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |