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 | $7,056 | $95,561-92.6% | $77,163-90.9% | $139,434-94.9% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 28.43% | 54.92%-26.5pp | 37.87%-9.4pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,150 | $3,147-63.5% | $2,535-54.6% | $4,751-75.8% |
| Participant deferral / active EE | $3,681 | $4,624-20.4% | $3,833-4.0% | $6,710-45.1% |
| Admin fee / account holder | $24 | $8,295-99.7% | $5,472-99.6% | $11,403-99.8% |