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 4-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 | $2,665 | $74,888-96.4% | $71,209-96.3% | $142,382-98.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 22.61% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $652 | $2,854-77.2% | $2,721-76.0% | $4,299-84.8% |
| Participant deferral / active EE | $671 | $4,454-84.9% | $4,175-83.9% | $6,507-89.7% |
| Admin fee / account holder | $76 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |