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 | $8,936 | $158,398-94.4% | $126,539-92.9% | $142,382-93.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.88% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.2pp |
| Employer contribution / active EE | $867 | $4,650-81.3% | $3,674-76.4% | $4,299-79.8% |
| Participant deferral / active EE | $1,085 | $4,767-77.2% | $4,083-73.4% | $6,507-83.3% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |