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 | $2,969 | $84,402-96.5% | $61,373-95.2% | $134,475-97.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 11.22% | 584.55%-573.3pp | 338.61%-327.4pp | 417.96%-406.7pp |
| Employer contribution / active EE | $918 | $1,544-40.5% | $1,159-20.8% | $4,740-80.6% |
| Participant deferral / active EE | $1,538 | $2,819-45.4% | $2,125-27.6% | $6,400-76.0% |
| Admin fee / account holder | $252 | $2,585-90.2% | $2,130-88.2% | $11,426-97.8% |