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 | $5,391 | $158,398-96.6% | $126,539-95.7% | $142,382-96.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 38.44% | 593.76%-555.3pp | 425.95%-387.5pp | 217.08%-178.6pp |
| Employer contribution / active EE | $106 | $4,650-97.7% | $3,674-97.1% | $4,299-97.5% |
| Participant deferral / active EE | $2,528 | $4,767-47.0% | $4,083-38.1% | $6,507-61.2% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |