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 4-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 | $2,170 | $67,823-96.8% | $52,425-95.9% | $137,256-98.4% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 20.76% | 219.11%-198.3pp | 302.12%-281.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $319 | $1,163-72.6% | $914-65.1% | $4,156-92.3% |
| Participant deferral / active EE | $1,276 | $2,288-44.3% | $1,790-28.8% | $6,407-80.1% |
| Admin fee / account holder | $94 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |