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 | $7,137 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.84% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $721 | $2,854-74.8% | $2,721-73.5% | $4,299-83.2% |
| Participant deferral / active EE | $1,548 | $4,454-65.2% | $4,175-62.9% | $6,507-76.2% |
| Admin fee / account holder | $178 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |