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 | $3,441 | $67,823-94.9% | $52,425-93.4% | $137,256-97.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.80% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $558 | $1,163-52.0% | $914-39.0% | $4,156-86.6% |
| Participant deferral / active EE | $636 | $2,288-72.2% | $1,790-64.5% | $6,407-90.1% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |