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 | $5,086 | $29,319-82.7% | $52,425-90.3% | $82,448-93.8% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 25.87% | 535.20%-509.3pp | 302.12%-276.3pp | 41.64%-15.8pp |
| Employer contribution / active EE | $792 | $586+35.0% | $914-13.4% | $2,551-69.0% |
| Participant deferral / active EE | $1,574 | $1,171+34.4% | $1,790-12.1% | $4,139-62.0% |
| Admin fee / account holder | $203 | $1,962-89.6% | $2,495-91.9% | $7,234-97.2% |