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 | $3,554 | $27,915-87.3% | $58,482-93.9% | $75,163-95.3% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 19.26% | 44.20%-24.9pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $459 | $669-31.4% | $1,053-56.4% | $2,670-82.8% |
| Participant deferral / active EE | $640 | $1,201-46.8% | $1,924-66.8% | $4,125-84.5% |
| Admin fee / account holder | $255 | $1,726-85.2% | $2,516-89.9% | $5,651-95.5% |