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 | $3,738 | $29,660-87.4% | $56,411-93.4% | $80,856-95.4% |
| Participation rate | 78.6% | 41.6%+36.9pp | 52.5%+26.1pp | 67.6%+10.9pp |
| Annual return | 42.07% | 35.23%+6.8pp | 1701.33%-1659.3pp | 35.59%+6.5pp |
| Employer contribution / active EE | $1,068 | $669+59.6% | $1,039+2.8% | $2,755-61.2% |
| Participant deferral / active EE | $1,262 | $1,226+2.9% | $1,952-35.4% | $4,296-70.6% |
| Admin fee / account holder | $193 | $2,428-92.1% | $2,829-93.2% | $6,918-97.2% |