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 | $5,682 | $70,606-92.0% | $53,898-89.5% | $142,382-96.0% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 13.07% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $943 | $1,202-21.6% | $932+1.1% | $4,299-78.1% |
| Participant deferral / active EE | $1,624 | $2,364-31.3% | $1,826-11.1% | $6,507-75.0% |
| Admin fee / account holder | $64 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |