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 | $5,378 | $76,738-93.0% | $56,411-90.5% | $145,922-96.3% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 13.50% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $677 | $1,380-50.9% | $1,039-34.8% | $4,660-85.5% |
| Participant deferral / active EE | $1,227 | $2,623-53.2% | $1,952-37.1% | $6,688-81.6% |
| Admin fee / account holder | $189 | $3,334-94.3% | $2,829-93.3% | $13,397-98.6% |