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 | $7,377 | $51,638-85.7% | $68,368-89.2% | $82,448-91.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.28% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $596 | $2,047-70.9% | $2,649-77.5% | $2,551-76.6% |
| Participant deferral / active EE | $2,029 | $2,914-30.3% | $4,123-50.8% | $4,139-51.0% |
| Admin fee / account holder | $187 | $4,643-96.0% | $5,150-96.4% | $7,234-97.4% |