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 | $7,341 | $72,071-89.8% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.17% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $445 | $2,788-84.1% | $2,649-83.2% | $4,156-89.3% |
| Participant deferral / active EE | $1,200 | $4,410-72.8% | $4,123-70.9% | $6,407-81.3% |
| Admin fee / account holder | $57 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |