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 | $4,887 | $104,974-95.3% | $95,585-94.9% | $142,382-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.91% | 210.33%-188.4pp | 38.56%-16.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $756 | $2,779-72.8% | $2,527-70.1% | $4,299-82.4% |
| Participant deferral / active EE | $2,041 | $4,352-53.1% | $4,023-49.3% | $6,507-68.6% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |