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 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 25.14% | 219.11%-194.0pp | 302.12%-277.0pp | 220.34%-195.2pp |
| Employer contribution / active EE | $875 | $1,163-24.7% | $914-4.2% | $4,156-78.9% |
| Participant deferral / active EE | $1,137 | $2,288-50.3% | $1,790-36.5% | $6,407-82.3% |
| Admin fee / account holder | $34 | $2,844-98.8% | $2,495-98.6% | $12,270-99.7% |