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 3-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 | $1,464 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 33.10% | 619.81%-586.7pp | 528.60%-495.5pp | 217.08%-184.0pp |
| Employer contribution / active EE | $468 | $1,202-61.0% | $932-49.7% | $4,299-89.1% |
| Participant deferral / active EE | $1,018 | $2,364-56.9% | $1,826-44.3% | $6,507-84.4% |
| Admin fee / account holder | $12 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |