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 5-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 | $8,942 | $96,305-90.7% | $80,569-88.9% | $139,434-93.6% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 42.49% | 1350.08%-1307.6pp | 935.43%-892.9pp | 372.94%-330.5pp |
| Employer contribution / active EE | $986 | $3,262-69.8% | $2,723-63.8% | $4,751-79.2% |
| Participant deferral / active EE | $2,717 | $5,232-48.1% | $4,447-38.9% | $6,710-59.5% |
| Admin fee / account holder | $49 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |