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 | $4,933 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 21.12% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $626 | $2,854-78.1% | $2,721-77.0% | $4,299-85.4% |
| Participant deferral / active EE | $999 | $4,454-77.6% | $4,175-76.1% | $6,507-84.6% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |