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 | $152,174 | $95,862+58.7% | $79,550+91.3% | $134,475+13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 4.86% | -2.69%+7.6pp | 0.16%+4.7pp | 417.96%-413.1pp |
| Employer contribution / active EE | $959 | $3,128-69.3% | $2,413-60.3% | $4,740-79.8% |
| Participant deferral / active EE | $3,225 | $4,693-31.3% | $3,985-19.1% | $6,400-49.6% |
| Admin fee / account holder | $14 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |