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 | $4,858 | $70,606-93.1% | $53,898-91.0% | $142,382-96.6% |
| Participation rate | 84.6% | 63.7%+20.9pp | 55.0%+29.7pp | 80.1%+4.5pp |
| Annual return | 22.59% | 619.81%-597.2pp | 528.60%-506.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $751 | $1,202-37.5% | $932-19.4% | $4,299-82.5% |
| Participant deferral / active EE | $1,021 | $2,364-56.8% | $1,826-44.1% | $6,507-84.3% |
| Admin fee / account holder | $115 | $2,852-96.0% | $2,491-95.4% | $12,624-99.1% |