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 | $6,026 | $67,823-91.1% | $52,425-88.5% | $137,256-95.6% |
| Participation rate | 86.7% | 63.9%+22.8pp | 55.6%+31.0pp | 80.0%+6.7pp |
| Annual return | 19.14% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $515 | $1,163-55.7% | $914-43.7% | $4,156-87.6% |
| Participant deferral / active EE | $910 | $2,288-60.2% | $1,790-49.2% | $6,407-85.8% |
| Admin fee / account holder | $129 | $2,844-95.5% | $2,495-94.8% | $12,270-99.0% |