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 | $4,315 | $30,400-85.8% | $53,898-92.0% | $84,808-94.9% |
| Participation rate | 92.9% | 46.4%+46.4pp | 55.0%+37.9pp | 68.3%+24.5pp |
| Annual return | 24.18% | 500.19%-476.0pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $544 | $603-9.7% | $932-41.6% | $2,631-79.3% |
| Participant deferral / active EE | $875 | $1,199-27.0% | $1,826-52.1% | $4,212-79.2% |
| Admin fee / account holder | $251 | $1,993-87.4% | $2,491-89.9% | $7,344-96.6% |