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 5-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 | $3,790 | $23,330-83.8% | $64,489-94.1% | $82,448-95.4% |
| Participation rate | 90.0% | 68.3%+21.7pp | 67.7%+22.3pp | 68.1%+21.9pp |
| Annual return | 31.79% | 83.66%-51.9pp | 55.03%-23.2pp | 41.64%-9.9pp |
| Employer contribution / active EE | $818 | $824-0.8% | $1,523-46.3% | $2,551-67.9% |
| Participant deferral / active EE | $2,239 | $1,707+31.2% | $2,778-19.4% | $4,139-45.9% |
| Admin fee / account holder | $18 | $2,946-99.4% | $4,260-99.6% | $7,234-99.7% |