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 | $2,951 | $70,606-95.8% | $53,898-94.5% | $142,382-97.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 21.12% | 619.81%-598.7pp | 528.60%-507.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,167 | $1,202-2.9% | $932+25.2% | $4,299-72.9% |
| Participant deferral / active EE | $1,377 | $2,364-41.7% | $1,826-24.6% | $6,507-78.8% |
| Admin fee / account holder | $26 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |