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 5-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 | $1,487 | $76,738-98.1% | $56,411-97.4% | $145,922-99.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 16.33% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $132 | $1,380-90.5% | $1,039-87.3% | $4,660-97.2% |
| Participant deferral / active EE | $569 | $2,623-78.3% | $1,952-70.8% | $6,688-91.5% |
| Admin fee / account holder | $7 | $3,334-99.8% | $2,829-99.8% | $13,397-99.9% |