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 | $7,125 | $67,823-89.5% | $52,425-86.4% | $137,256-94.8% |
| Participation rate | 95.7% | 63.9%+31.7pp | 55.6%+40.0pp | 80.0%+15.7pp |
| Annual return | 23.76% | 219.11%-195.3pp | 302.12%-278.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $806 | $1,163-30.7% | $914-11.8% | $4,156-80.6% |
| Participant deferral / active EE | $3,627 | $2,288+58.5% | $1,790+102.6% | $6,407-43.4% |
| Admin fee / account holder | $254 | $2,844-91.1% | $2,495-89.8% | $12,270-97.9% |