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 | $51,638-90.2% | $68,368-92.6% | $82,448-93.9% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 17.51% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $414 | $2,047-79.8% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $1,107 | $2,914-62.0% | $4,123-73.1% | $4,139-73.3% |
| Admin fee / account holder | $238 | $4,643-94.9% | $5,150-95.4% | $7,234-96.7% |