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 5-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 | $2,873 | $54,705-94.7% | $71,209-96.0% | $84,808-96.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 53.35% | 35.90%+17.5pp | 282.51%-229.2pp | 40.90%+12.5pp |
| Employer contribution / active EE | $343 | $2,158-84.1% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $1,036 | $3,030-65.8% | $4,175-75.2% | $4,212-75.4% |
| Admin fee / account holder | $76 | $4,863-98.4% | $5,349-98.6% | $7,344-99.0% |