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 | $3,196 | $51,638-93.8% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 91.1% | 63.6%+27.5pp | 73.8%+17.4pp | 68.1%+23.0pp |
| Annual return | 35.50% | 37.53%-2.0pp | 292.57%-257.1pp | 41.64%-6.1pp |
| Employer contribution / active EE | $764 | $2,047-62.7% | $2,649-71.2% | $2,551-70.1% |
| Participant deferral / active EE | $884 | $2,914-69.7% | $4,123-78.6% | $4,139-78.6% |
| Admin fee / account holder | $103 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |