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 | $6,562 | $27,915-76.5% | $58,482-88.8% | $75,163-91.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 26.20% | 44.20%-18.0pp | 4239.32%-4213.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,098 | $669+64.1% | $1,053+4.2% | $2,670-58.9% |
| Participant deferral / active EE | $2,726 | $1,201+126.9% | $1,924+41.7% | $4,125-33.9% |
| Admin fee / account holder | $287 | $1,726-83.3% | $2,516-88.6% | $5,651-94.9% |