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 | $6,116 | $116,167-94.7% | $64,489-90.5% | $137,256-95.5% |
| Participation rate | 83.3% | 68.2%+15.1pp | 67.7%+15.6pp | 80.0%+3.4pp |
| Annual return | 26.83% | 36.55%-9.7pp | 55.03%-28.2pp | 220.34%-193.5pp |
| Employer contribution / active EE | $819 | $2,483-67.0% | $1,523-46.2% | $4,156-80.3% |
| Participant deferral / active EE | $1,401 | $4,215-66.8% | $2,778-49.6% | $6,407-78.1% |
| Admin fee / account holder | $16 | $6,188-99.7% | $4,260-99.6% | $12,270-99.9% |