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 | $9,570 | $67,823-85.9% | $52,425-81.7% | $137,256-93.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.86% | 219.11%-198.2pp | 302.12%-281.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $851 | $1,163-26.8% | $914-6.9% | $4,156-79.5% |
| Participant deferral / active EE | $799 | $2,288-65.1% | $1,790-55.4% | $6,407-87.5% |
| Admin fee / account holder | $121 | $2,844-95.7% | $2,495-95.1% | $12,270-99.0% |