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 | $4,665 | $74,888-93.8% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.80% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $595 | $2,854-79.2% | $2,721-78.2% | $4,299-86.2% |
| Participant deferral / active EE | $1,581 | $4,454-64.5% | $4,175-62.1% | $6,507-75.7% |
| Admin fee / account holder | $159 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |