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 | $3,799 | $29,319-87.0% | $52,425-92.8% | $82,448-95.4% |
| Participation rate | 74.4% | 46.9%+27.5pp | 55.6%+18.7pp | 68.1%+6.3pp |
| Annual return | 25.18% | 535.20%-510.0pp | 302.12%-276.9pp | 41.64%-16.5pp |
| Employer contribution / active EE | $960 | $586+63.8% | $914+5.1% | $2,551-62.3% |
| Participant deferral / active EE | $1,144 | $1,171-2.3% | $1,790-36.1% | $4,139-72.4% |
| Admin fee / account holder | $216 | $1,962-89.0% | $2,495-91.3% | $7,234-97.0% |