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 | $15,937 | $83,902-81.0% | $167,512-90.5% | $84,808-81.2% |
| Participation rate | 88.3% | 66.5%+21.9pp | 77.1%+11.3pp | 68.3%+20.0pp |
| Annual return | 16.89% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,111 | $2,264-50.9% | $3,882-71.4% | $2,631-57.8% |
| Participant deferral / active EE | $1,391 | $4,442-68.7% | $6,405-78.3% | $4,212-67.0% |
| Admin fee / account holder | $99 | $7,915-98.8% | $9,769-99.0% | $7,344-98.7% |