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 | $2,279 | $72,071-96.8% | $68,368-96.7% | $137,256-98.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.81% | 353.14%-326.3pp | 292.57%-265.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $588 | $2,788-78.9% | $2,649-77.8% | $4,156-85.9% |
| Participant deferral / active EE | $937 | $4,410-78.7% | $4,123-77.3% | $6,407-85.4% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |