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 | $5,510 | $104,974-94.8% | $95,585-94.2% | $142,382-96.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 21.33% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $733 | $2,779-73.6% | $2,527-71.0% | $4,299-82.9% |
| Participant deferral / active EE | $1,055 | $4,352-75.8% | $4,023-73.8% | $6,507-83.8% |
| Admin fee / account holder | $78 | $6,386-98.8% | $6,127-98.7% | $12,624-99.4% |