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 | $5,931 | $72,071-91.8% | $68,368-91.3% | $137,256-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.88% | 353.14%-328.3pp | 292.57%-267.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,997 | $2,788-28.4% | $2,649-24.6% | $4,156-52.0% |
| Participant deferral / active EE | $908 | $4,410-79.4% | $4,123-78.0% | $6,407-85.8% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |