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 | $8,939 | $104,974-91.5% | $95,585-90.6% | $142,382-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,024 | $2,779-63.1% | $2,527-59.5% | $4,299-76.2% |
| Participant deferral / active EE | $858 | $4,352-80.3% | $4,023-78.7% | $6,507-86.8% |
| Admin fee / account holder | $86 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |