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 | $6,515 | $90,348-92.8% | $75,972-91.4% | $145,922-95.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 17.26% | 620.88%-603.6pp | 359.55%-342.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,550 | $3,311-53.2% | $2,685-42.3% | $4,660-66.7% |
| Participant deferral / active EE | $7,043 | $5,162+36.5% | $4,255+65.5% | $6,688+5.3% |
| Admin fee / account holder | $18 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |