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 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 33.10% | 219.11%-186.0pp | 302.12%-269.0pp | 220.34%-187.2pp |
| Employer contribution / active EE | $468 | $1,163-59.7% | $914-48.8% | $4,156-88.7% |
| Participant deferral / active EE | $1,018 | $2,288-55.5% | $1,790-43.2% | $6,407-84.1% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |