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 | $8,357 | $70,606-88.2% | $53,898-84.5% | $142,382-94.1% |
| Participation rate | 73.9% | 63.7%+10.2pp | 55.0%+19.0pp | 80.1%-6.2pp |
| Annual return | 21.04% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $659 | $1,202-45.2% | $932-29.3% | $4,299-84.7% |
| Participant deferral / active EE | $1,596 | $2,364-32.5% | $1,826-12.6% | $6,507-75.5% |
| Admin fee / account holder | $121 | $2,852-95.8% | $2,491-95.1% | $12,624-99.0% |