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 5-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 | $4,586 | $67,823-93.2% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 95.0% | 63.9%+31.1pp | 55.6%+39.4pp | 80.0%+15.0pp |
| Annual return | 19.94% | 219.11%-199.2pp | 302.12%-282.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $154 | $1,163-86.8% | $914-83.2% | $4,156-96.3% |
| Participant deferral / active EE | $1,594 | $2,288-30.3% | $1,790-11.0% | $6,407-75.1% |
| Admin fee / account holder | $192 | $2,844-93.3% | $2,495-92.3% | $12,270-98.4% |