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 8-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 | $2,431 | $67,823-96.4% | $52,425-95.4% | $137,256-98.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.39% | 219.11%-201.7pp | 302.12%-284.7pp | 220.34%-203.0pp |
| Employer contribution / active EE | $355 | $1,163-69.5% | $914-61.2% | $4,156-91.5% |
| Participant deferral / active EE | $597 | $2,288-73.9% | $1,790-66.6% | $6,407-90.7% |
| Admin fee / account holder | $38 | $2,844-98.7% | $2,495-98.5% | $12,270-99.7% |