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 | $5,159 | $70,606-92.7% | $53,898-90.4% | $142,382-96.4% |
| Participation rate | 82.4% | 63.7%+18.6pp | 55.0%+27.4pp | 80.1%+2.2pp |
| Annual return | 23.63% | 619.81%-596.2pp | 528.60%-505.0pp | 217.08%-193.4pp |
| Employer contribution / active EE | $734 | $1,202-38.9% | $932-21.2% | $4,299-82.9% |
| Participant deferral / active EE | $1,086 | $2,364-54.1% | $1,826-40.5% | $6,507-83.3% |
| Admin fee / account holder | $18 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |