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 5-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 | $5,044 | $54,705-90.8% | $71,209-92.9% | $84,808-94.1% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 17.51% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $414 | $2,158-80.8% | $2,721-84.8% | $2,631-84.3% |
| Participant deferral / active EE | $1,107 | $3,030-63.5% | $4,175-73.5% | $4,212-73.7% |
| Admin fee / account holder | $238 | $4,863-95.1% | $5,349-95.6% | $7,344-96.8% |