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 | $2,715 | $70,606-96.2% | $53,898-95.0% | $142,382-98.1% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 25.14% | 619.81%-594.7pp | 528.60%-503.5pp | 217.08%-191.9pp |
| Employer contribution / active EE | $875 | $1,202-27.2% | $932-6.1% | $4,299-79.6% |
| Participant deferral / active EE | $1,137 | $2,364-51.9% | $1,826-37.8% | $6,507-82.5% |
| Admin fee / account holder | $34 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |