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 4-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 | $7,404 | $30,400-75.6% | $53,898-86.3% | $84,808-91.3% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 74.54% | 500.19%-425.6pp | 528.60%-454.1pp | 40.90%+33.6pp |
| Employer contribution / active EE | $699 | $603+15.9% | $932-25.0% | $2,631-73.4% |
| Participant deferral / active EE | $1,587 | $1,199+32.4% | $1,826-13.1% | $4,212-62.3% |
| Admin fee / account holder | $80 | $1,993-96.0% | $2,491-96.8% | $7,344-98.9% |