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 | $2,032 | $67,823-97.0% | $52,425-96.1% | $137,256-98.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 30.30% | 219.11%-188.8pp | 302.12%-271.8pp | 220.34%-190.0pp |
| Employer contribution / active EE | $719 | $1,163-38.1% | $914-21.3% | $4,156-82.7% |
| Participant deferral / active EE | $1,259 | $2,288-45.0% | $1,790-29.7% | $6,407-80.4% |
| Admin fee / account holder | $33 | $2,844-98.8% | $2,495-98.7% | $12,270-99.7% |