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 6-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 | $8,288 | $70,606-88.3% | $53,898-84.6% | $142,382-94.2% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 18.92% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $715 | $1,202-40.6% | $932-23.3% | $4,299-83.4% |
| Participant deferral / active EE | $1,788 | $2,364-24.4% | $1,826-2.1% | $6,507-72.5% |
| Admin fee / account holder | $158 | $2,852-94.5% | $2,491-93.7% | $12,624-98.8% |