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 4-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 | $9,016 | $72,071-87.5% | $68,368-86.8% | $137,256-93.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.18% | 353.14%-328.0pp | 292.57%-267.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $838 | $2,788-70.0% | $2,649-68.4% | $4,156-79.8% |
| Participant deferral / active EE | $3,705 | $4,410-16.0% | $4,123-10.1% | $6,407-42.2% |
| Admin fee / account holder | $45 | $5,336-99.2% | $5,150-99.1% | $12,270-99.6% |