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 | $5,805 | $158,398-96.3% | $126,539-95.4% | $142,382-95.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 22.48% | 593.76%-571.3pp | 425.95%-403.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $930 | $4,650-80.0% | $3,674-74.7% | $4,299-78.4% |
| Participant deferral / active EE | $1,318 | $4,767-72.3% | $4,083-67.7% | $6,507-79.7% |
| Admin fee / account holder | $125 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |