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 | $8,525 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.81% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,033 | $2,854-63.8% | $2,721-62.0% | $4,299-76.0% |
| Participant deferral / active EE | $3,833 | $4,454-13.9% | $4,175-8.2% | $6,507-41.1% |
| Admin fee / account holder | $65 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |