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 | $5,673 | $72,071-92.1% | $68,368-91.7% | $137,256-95.9% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 21.59% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $713 | $2,788-74.4% | $2,649-73.1% | $4,156-82.8% |
| Participant deferral / active EE | $754 | $4,410-82.9% | $4,123-81.7% | $6,407-88.2% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |