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 | $3,776 | $29,319-87.1% | $52,425-92.8% | $82,448-95.4% |
| Participation rate | 78.1% | 46.9%+31.3pp | 55.6%+22.5pp | 68.1%+10.1pp |
| Annual return | 20.88% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.8pp |
| Employer contribution / active EE | $613 | $586+4.6% | $914-32.9% | $2,551-76.0% |
| Participant deferral / active EE | $723 | $1,171-38.3% | $1,790-59.6% | $4,139-82.5% |
| Admin fee / account holder | $24 | $1,962-98.8% | $2,495-99.0% | $7,234-99.7% |