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 | $9,144 | $70,606-87.0% | $53,898-83.0% | $142,382-93.6% |
| Participation rate | 70.8% | 63.7%+7.1pp | 55.0%+15.9pp | 80.1%-9.3pp |
| Annual return | 23.75% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,077 | $1,202-10.4% | $932+15.6% | $4,299-74.9% |
| Participant deferral / active EE | $1,540 | $2,364-34.9% | $1,826-15.7% | $6,507-76.3% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |