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 | $6,504 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 51.06% | 39.99%+11.1pp | 62.79%-11.7pp | 41.64%+9.4pp |
| Employer contribution / active EE | $623 | $2,614-76.2% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $1,909 | $3,214-40.6% | $5,453-65.0% | $4,139-53.9% |
| Admin fee / account holder | $77 | $6,352-98.8% | $14,116-99.5% | $7,234-98.9% |