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 | $10,462 | $109,982-90.5% | $97,226-89.2% | $145,922-92.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 21.31% | 242.90%-221.6pp | 75.13%-53.8pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,027 | $3,084-66.7% | $2,729-62.4% | $4,660-78.0% |
| Participant deferral / active EE | $2,756 | $4,676-41.1% | $4,264-35.4% | $6,688-58.8% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |