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 | $67,823-92.4% | $52,425-90.2% | $137,256-96.2% |
| Participation rate | 82.4% | 63.9%+18.4pp | 55.6%+26.7pp | 80.0%+2.4pp |
| Annual return | 23.63% | 219.11%-195.5pp | 302.12%-278.5pp | 220.34%-196.7pp |
| Employer contribution / active EE | $734 | $1,163-36.9% | $914-19.7% | $4,156-82.3% |
| Participant deferral / active EE | $1,086 | $2,288-52.5% | $1,790-39.3% | $6,407-83.1% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |