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 | $18,446 | $111,724-83.5% | $93,606-80.3% | $145,922-87.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 19.05% | 202.98%-183.9pp | 133.20%-114.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,643 | $3,090-46.8% | $2,420-32.1% | $4,660-64.7% |
| Participant deferral / active EE | $3,795 | $4,912-22.7% | $4,411-14.0% | $6,688-43.3% |
| Admin fee / account holder | $53 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |