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 7-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 | $3,952 | $31,310-87.4% | $53,898-92.7% | $74,304-94.7% |
| Participation rate | 72.5% | 30.7%+41.8pp | 55.0%+17.5pp | 60.3%+12.1pp |
| Annual return | 16.42% | 23.16%-6.7pp | 528.60%-512.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $294 | $450-34.7% | $932-68.5% | $2,241-86.9% |
| Participant deferral / active EE | $512 | $934-45.2% | $1,826-72.0% | $3,767-86.4% |
| Admin fee / account holder | $282 | $2,175-87.0% | $2,491-88.7% | $2,969-90.5% |