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 | $30,400-87.5% | $53,898-93.0% | $84,808-95.5% |
| Participation rate | 74.4% | 46.4%+27.9pp | 55.0%+19.4pp | 68.3%+6.0pp |
| Annual return | 25.18% | 500.19%-475.0pp | 528.60%-503.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $960 | $603+59.4% | $932+3.1% | $2,631-63.5% |
| Participant deferral / active EE | $1,144 | $1,199-4.6% | $1,826-37.4% | $4,212-72.8% |
| Admin fee / account holder | $216 | $1,993-89.1% | $2,491-91.3% | $7,344-97.1% |