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 | $3,096 | $27,915-88.9% | $58,482-94.7% | $75,163-95.9% |
| Participation rate | 76.0% | 38.8%+37.2pp | 50.9%+25.1pp | 67.2%+8.8pp |
| Annual return | 28.43% | 44.20%-15.8pp | 4239.32%-4210.9pp | 160.62%-132.2pp |
| Employer contribution / active EE | $736 | $669+9.9% | $1,053-30.2% | $2,670-72.5% |
| Participant deferral / active EE | $1,124 | $1,201-6.4% | $1,924-41.6% | $4,125-72.8% |
| Admin fee / account holder | $29 | $1,726-98.3% | $2,516-98.8% | $5,651-99.5% |