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 | $4,717 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 24.93% | 619.81%-594.9pp | 528.60%-503.7pp | 217.08%-192.1pp |
| Employer contribution / active EE | $848 | $1,202-29.4% | $932-9.0% | $4,299-80.3% |
| Participant deferral / active EE | $1,948 | $2,364-17.6% | $1,826+6.7% | $6,507-70.1% |
| Admin fee / account holder | $12 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |