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 | $16,155 | $104,974-84.6% | $95,585-83.1% | $142,382-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.37% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $672 | $2,779-75.8% | $2,527-73.4% | $4,299-84.4% |
| Participant deferral / active EE | $1,037 | $4,352-76.2% | $4,023-74.2% | $6,507-84.1% |
| Admin fee / account holder | $58 | $6,386-99.1% | $6,127-99.1% | $12,624-99.5% |