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 | $4,243 | $30,400-86.0% | $53,898-92.1% | $84,808-95.0% |
| Participation rate | 74.4% | 46.4%+27.9pp | 55.0%+19.4pp | 68.3%+6.0pp |
| Annual return | 27.27% | 500.19%-472.9pp | 528.60%-501.3pp | 40.90%-13.6pp |
| Employer contribution / active EE | $537 | $603-10.9% | $932-42.4% | $2,631-79.6% |
| Participant deferral / active EE | $1,438 | $1,199+20.0% | $1,826-21.2% | $4,212-65.8% |
| Admin fee / account holder | $10 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |