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 6-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 | $10,148 | $96,305-89.5% | $80,569-87.4% | $139,434-92.7% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 10.54% | 1350.08%-1339.5pp | 935.43%-924.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $684 | $3,262-79.0% | $2,723-74.9% | $4,751-85.6% |
| Participant deferral / active EE | $2,706 | $5,232-48.3% | $4,447-39.2% | $6,710-59.7% |
| Admin fee / account holder | $51 | $6,599-99.2% | $5,377-99.0% | $11,403-99.6% |