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 | $3,256 | $74,888-95.7% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 22.93% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $594 | $2,854-79.2% | $2,721-78.2% | $4,299-86.2% |
| Participant deferral / active EE | $1,086 | $4,454-75.6% | $4,175-74.0% | $6,507-83.3% |
| Admin fee / account holder | $31 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |