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 | $7,456 | $97,125-92.3% | $86,233-91.4% | $137,256-94.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.61% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,118 | $2,841-60.7% | $2,504-55.4% | $4,156-73.1% |
| Participant deferral / active EE | $1,118 | $5,180-78.4% | $4,559-75.5% | $6,407-82.5% |
| Admin fee / account holder | $48 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |