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 5-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 | $1,452 | $76,738-98.1% | $56,411-97.4% | $145,922-99.0% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 10.39% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $276 | $1,380-80.0% | $1,039-73.4% | $4,660-94.1% |
| Participant deferral / active EE | $461 | $2,623-82.4% | $1,952-76.4% | $6,688-93.1% |
| Admin fee / account holder | $175 | $3,334-94.7% | $2,829-93.8% | $13,397-98.7% |