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 | $6,257 | $52,353-88.0% | $120,225-94.8% | $82,448-92.4% |
| Participation rate | 88.6% | 58.3%+30.3pp | 69.6%+19.0pp | 68.1%+20.5pp |
| Annual return | 19.93% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $566 | $1,510-62.5% | $3,475-83.7% | $2,551-77.8% |
| Participant deferral / active EE | $1,883 | $2,627-28.3% | $3,999-52.9% | $4,139-54.5% |
| Admin fee / account holder | $12 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |