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 | $4,900 | $74,888-93.5% | $71,209-93.1% | $142,382-96.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 29.74% | 345.14%-315.4pp | 282.51%-252.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,231 | $2,854-56.9% | $2,721-54.8% | $4,299-71.4% |
| Participant deferral / active EE | $916 | $4,454-79.4% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $146 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |