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 4-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 | $2,065 | $70,606-97.1% | $53,898-96.2% | $142,382-98.5% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 19.38% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $270 | $1,202-77.5% | $932-71.0% | $4,299-93.7% |
| Participant deferral / active EE | $1,098 | $2,364-53.5% | $1,826-39.9% | $6,507-83.1% |
| Admin fee / account holder | $95 | $2,852-96.7% | $2,491-96.2% | $12,624-99.2% |