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 3-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 | $3,809 | $67,823-94.4% | $52,425-92.7% | $137,256-97.2% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 16.71% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $522 | $1,163-55.1% | $914-42.9% | $4,156-87.4% |
| Participant deferral / active EE | $785 | $2,288-65.7% | $1,790-56.1% | $6,407-87.7% |
| Admin fee / account holder | $15 | $2,844-99.5% | $2,495-99.4% | $12,270-99.9% |