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 | $7,487 | $70,606-89.4% | $53,898-86.1% | $142,382-94.7% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 24.10% | 619.81%-595.7pp | 528.60%-504.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $610 | $1,202-49.3% | $932-34.6% | $4,299-85.8% |
| Participant deferral / active EE | $2,472 | $2,364+4.6% | $1,826+35.4% | $6,507-62.0% |
| Admin fee / account holder | $117 | $2,852-95.9% | $2,491-95.3% | $12,624-99.1% |