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 | $8,728 | $90,348-90.3% | $75,972-88.5% | $145,922-94.0% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 11.85% | 620.88%-609.0pp | 359.55%-347.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,360 | $3,311-58.9% | $2,685-49.3% | $4,660-70.8% |
| Participant deferral / active EE | $1,827 | $5,162-64.6% | $4,255-57.1% | $6,688-72.7% |
| Admin fee / account holder | $10 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |