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 | $21,370 | $70,606-69.7% | $53,898-60.4% | $142,382-85.0% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 13.73% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $600 | $1,202-50.1% | $932-35.6% | $4,299-86.0% |
| Participant deferral / active EE | $879 | $2,364-62.8% | $1,826-51.9% | $6,507-86.5% |
| Admin fee / account holder | $117 | $2,852-95.9% | $2,491-95.3% | $12,624-99.1% |