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 10-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 | $5,465 | $70,606-92.3% | $53,898-89.9% | $142,382-96.2% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 12.78% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $60 | $1,202-95.0% | $932-93.6% | $4,299-98.6% |
| Participant deferral / active EE | $373 | $2,364-84.2% | $1,826-79.6% | $6,507-94.3% |
| Admin fee / account holder | $152 | $2,852-94.7% | $2,491-93.9% | $12,624-98.8% |