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 | $8,143 | $70,606-88.5% | $53,898-84.9% | $142,382-94.3% |
| Participation rate | 70.6% | 63.7%+6.9pp | 55.0%+15.6pp | 80.1%-9.5pp |
| Annual return | 11.96% | 619.81%-607.9pp | 528.60%-516.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $141 | $1,202-88.3% | $932-84.9% | $4,299-96.7% |
| Participant deferral / active EE | $1,382 | $2,364-41.5% | $1,826-24.3% | $6,507-78.8% |
| Admin fee / account holder | $99 | $2,852-96.5% | $2,491-96.0% | $12,624-99.2% |