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 | $2,991 | $27,915-89.3% | $58,482-94.9% | $75,163-96.0% |
| Participation rate | 73.1% | 38.8%+34.2pp | 50.9%+22.2pp | 67.2%+5.9pp |
| Annual return | 20.16% | 44.20%-24.0pp | 4239.32%-4219.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $648 | $669-3.2% | $1,053-38.5% | $2,670-75.7% |
| Participant deferral / active EE | $814 | $1,201-32.2% | $1,924-57.7% | $4,125-80.3% |
| Admin fee / account holder | $157 | $1,726-90.9% | $2,516-93.8% | $5,651-97.2% |