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 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 95.0% | 63.7%+31.3pp | 55.0%+40.0pp | 80.1%+14.9pp |
| Annual return | 19.94% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $154 | $1,202-87.2% | $932-83.5% | $4,299-96.4% |
| Participant deferral / active EE | $1,594 | $2,364-32.6% | $1,826-12.7% | $6,507-75.5% |
| Admin fee / account holder | $192 | $2,852-93.3% | $2,491-92.3% | $12,624-98.5% |