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 7-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 | $9,285 | $70,606-86.8% | $53,898-82.8% | $142,382-93.5% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 20.50% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $582 | $1,202-51.5% | $932-37.5% | $4,299-86.5% |
| Participant deferral / active EE | $2,354 | $2,364-0.4% | $1,826+28.9% | $6,507-63.8% |
| Admin fee / account holder | $32 | $2,852-98.9% | $2,491-98.7% | $12,624-99.7% |