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 | $4,202 | $67,823-93.8% | $52,425-92.0% | $137,256-96.9% |
| Participation rate | 84.6% | 63.9%+20.7pp | 55.6%+29.0pp | 80.0%+4.7pp |
| Annual return | 19.90% | 219.11%-199.2pp | 302.12%-282.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $579 | $1,163-50.2% | $914-36.7% | $4,156-86.1% |
| Participant deferral / active EE | $1,799 | $2,288-21.4% | $1,790+0.5% | $6,407-71.9% |
| Admin fee / account holder | $153 | $2,844-94.6% | $2,495-93.9% | $12,270-98.8% |