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 | $11,265 | $70,606-84.0% | $53,898-79.1% | $142,382-92.1% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 16.86% | 619.81%-603.0pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $510 | $1,202-57.6% | $932-45.3% | $4,299-88.1% |
| Participant deferral / active EE | $4,200 | $2,364+77.7% | $1,826+130.0% | $6,507-35.5% |
| Admin fee / account holder | $112 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |