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 | $67,823-96.6% | $52,425-95.6% | $137,256-98.3% |
| Participation rate | 86.7% | 63.9%+22.8pp | 55.6%+31.0pp | 80.0%+6.7pp |
| Annual return | 19.54% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $568 | $1,163-51.2% | $914-37.9% | $4,156-86.3% |
| Participant deferral / active EE | $731 | $2,288-68.1% | $1,790-59.2% | $6,407-88.6% |
| Admin fee / account holder | $40 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |