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 | $5,812 | $54,705-89.4% | $71,209-91.8% | $84,808-93.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.52% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,019 | $2,158-52.8% | $2,721-62.6% | $2,631-61.3% |
| Participant deferral / active EE | $1,933 | $3,030-36.2% | $4,175-53.7% | $4,212-54.1% |
| Admin fee / account holder | $141 | $4,863-97.1% | $5,349-97.4% | $7,344-98.1% |