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 | $3,585 | $72,071-95.0% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.64% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $556 | $2,788-80.1% | $2,649-79.0% | $4,156-86.6% |
| Participant deferral / active EE | $1,392 | $4,410-68.4% | $4,123-66.2% | $6,407-78.3% |
| Admin fee / account holder | $135 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |