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 5-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 | $3,790 | $24,730-84.7% | $66,042-94.3% | $84,808-95.5% |
| Participation rate | 90.0% | 68.1%+21.9pp | 67.5%+22.5pp | 68.3%+21.7pp |
| Annual return | 31.79% | 79.55%-47.8pp | 52.11%-20.3pp | 40.90%-9.1pp |
| Employer contribution / active EE | $818 | $857-4.5% | $1,579-48.2% | $2,631-68.9% |
| Participant deferral / active EE | $2,239 | $1,737+28.9% | $2,835-21.0% | $4,212-46.8% |
| Admin fee / account holder | $18 | $3,014-99.4% | $5,747-99.7% | $7,344-99.8% |