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 | $5,496 | $70,606-92.2% | $53,898-89.8% | $142,382-96.1% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 17.96% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $590 | $1,202-51.0% | $932-36.7% | $4,299-86.3% |
| Participant deferral / active EE | $1,247 | $2,364-47.2% | $1,826-31.7% | $6,507-80.8% |
| Admin fee / account holder | $103 | $2,852-96.4% | $2,491-95.9% | $12,624-99.2% |