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 | $70,606-94.6% | $53,898-93.0% | $142,382-97.3% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 25.86% | 619.81%-594.0pp | 528.60%-502.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $969 | $1,202-19.4% | $932+4.0% | $4,299-77.5% |
| Participant deferral / active EE | $1,711 | $2,364-27.6% | $1,826-6.3% | $6,507-73.7% |
| Admin fee / account holder | $42 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |