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 | $6,313 | $70,606-91.1% | $53,898-88.3% | $142,382-95.6% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 18.85% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $714 | $1,202-40.6% | $932-23.4% | $4,299-83.4% |
| Participant deferral / active EE | $1,121 | $2,364-52.6% | $1,826-38.6% | $6,507-82.8% |
| Admin fee / account holder | $76 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |