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 | $70,606-89.9% | $53,898-86.8% | $142,382-95.0% |
| Participation rate | 95.7% | 63.7%+31.9pp | 55.0%+40.7pp | 80.1%+15.5pp |
| Annual return | 23.76% | 619.81%-596.1pp | 528.60%-504.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $806 | $1,202-33.0% | $932-13.5% | $4,299-81.3% |
| Participant deferral / active EE | $3,627 | $2,364+53.4% | $1,826+98.6% | $6,507-44.3% |
| Admin fee / account holder | $254 | $2,852-91.1% | $2,491-89.8% | $12,624-98.0% |