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 | $8,469 | $72,071-88.2% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 22.51% | 353.14%-330.6pp | 292.57%-270.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,233 | $2,788-55.8% | $2,649-53.5% | $4,156-70.3% |
| Participant deferral / active EE | $1,755 | $4,410-60.2% | $4,123-57.4% | $6,407-72.6% |
| Admin fee / account holder | $28 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |