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 | $5,867 | $30,400-80.7% | $53,898-89.1% | $84,808-93.1% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 20.47% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $799 | $603+32.6% | $932-14.3% | $2,631-69.6% |
| Participant deferral / active EE | $1,110 | $1,199-7.4% | $1,826-39.2% | $4,212-73.6% |
| Admin fee / account holder | $251 | $1,993-87.4% | $2,491-89.9% | $7,344-96.6% |