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 | $2,070 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 21.16% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $279 | $603-53.7% | $932-70.0% | $2,631-89.4% |
| Participant deferral / active EE | $1,107 | $1,199-7.7% | $1,826-39.4% | $4,212-73.7% |
| Admin fee / account holder | $230 | $1,993-88.4% | $2,491-90.8% | $7,344-96.9% |