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 | $4,524 | $74,888-94.0% | $71,209-93.6% | $142,382-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.65% | 345.14%-319.5pp | 282.51%-256.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $492 | $2,854-82.8% | $2,721-81.9% | $4,299-88.6% |
| Participant deferral / active EE | $1,437 | $4,454-67.8% | $4,175-65.6% | $6,507-77.9% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |