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 | $7,919 | $72,071-89.0% | $68,368-88.4% | $137,256-94.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.72% | 353.14%-330.4pp | 292.57%-269.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,505 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $3,239 | $4,410-26.6% | $4,123-21.4% | $6,407-49.5% |
| Admin fee / account holder | $291 | $5,336-94.5% | $5,150-94.4% | $12,270-97.6% |