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 | $2,183 | $76,738-97.2% | $56,411-96.1% | $145,922-98.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 19.24% | 2994.23%-2975.0pp | 1701.33%-1682.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $866 | $1,380-37.2% | $1,039-16.6% | $4,660-81.4% |
| Participant deferral / active EE | $1,338 | $2,623-49.0% | $1,952-31.4% | $6,688-80.0% |
| Admin fee / account holder | $28 | $3,334-99.2% | $2,829-99.0% | $13,397-99.8% |