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 | $3,790 | $67,823-94.4% | $52,425-92.8% | $137,256-97.2% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 25.86% | 219.11%-193.2pp | 302.12%-276.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $969 | $1,163-16.6% | $914+6.0% | $4,156-76.7% |
| Participant deferral / active EE | $1,711 | $2,288-25.2% | $1,790-4.5% | $6,407-73.3% |
| Admin fee / account holder | $42 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |