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 | $3,769 | $54,705-93.1% | $71,209-94.7% | $84,808-95.6% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 24.89% | 35.90%-11.0pp | 282.51%-257.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $932 | $2,158-56.8% | $2,721-65.7% | $2,631-64.6% |
| Participant deferral / active EE | $1,103 | $3,030-63.6% | $4,175-73.6% | $4,212-73.8% |
| Admin fee / account holder | $51 | $4,863-99.0% | $5,349-99.0% | $7,344-99.3% |