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 | $2,320 | $70,606-96.7% | $53,898-95.7% | $142,382-98.4% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 19.54% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $568 | $1,202-52.8% | $932-39.1% | $4,299-86.8% |
| Participant deferral / active EE | $731 | $2,364-69.1% | $1,826-60.0% | $6,507-88.8% |
| Admin fee / account holder | $40 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |