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 | $1,603 | $67,823-97.6% | $52,425-96.9% | $137,256-98.8% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 18.28% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.1pp |
| Employer contribution / active EE | $823 | $1,163-29.2% | $914-9.9% | $4,156-80.2% |
| Participant deferral / active EE | $845 | $2,288-63.1% | $1,790-52.8% | $6,407-86.8% |
| Admin fee / account holder | $232 | $2,844-91.9% | $2,495-90.7% | $12,270-98.1% |