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 | $4,574 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 27.82% | 619.81%-592.0pp | 528.60%-500.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $808 | $1,202-32.8% | $932-13.3% | $4,299-81.2% |
| Participant deferral / active EE | $1,109 | $2,364-53.1% | $1,826-39.3% | $6,507-83.0% |
| Admin fee / account holder | $272 | $2,852-90.5% | $2,491-89.1% | $12,624-97.8% |