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 | $9,008 | $30,400-70.4% | $53,898-83.3% | $84,808-89.4% |
| Participation rate | 78.4% | 46.4%+31.9pp | 55.0%+23.4pp | 68.3%+10.1pp |
| Annual return | 28.48% | 500.19%-471.7pp | 528.60%-500.1pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,033 | $603+237.4% | $932+118.1% | $2,631-22.7% |
| Participant deferral / active EE | $559 | $1,199-53.4% | $1,826-69.4% | $4,212-86.7% |
| Admin fee / account holder | $223 | $1,993-88.8% | $2,491-91.0% | $7,344-97.0% |