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 4-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 | $3,712 | $29,319-87.3% | $52,425-92.9% | $82,448-95.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 23.68% | 535.20%-511.5pp | 302.12%-278.4pp | 41.64%-18.0pp |
| Employer contribution / active EE | $770 | $586+31.2% | $914-15.8% | $2,551-69.8% |
| Participant deferral / active EE | $1,717 | $1,171+46.6% | $1,790-4.1% | $4,139-58.5% |
| Admin fee / account holder | $136 | $1,962-93.0% | $2,495-94.5% | $7,234-98.1% |