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 | $1,534 | $29,319-94.8% | $52,425-97.1% | $82,448-98.1% |
| Participation rate | 92.9% | 46.9%+46.0pp | 55.6%+37.2pp | 68.1%+24.8pp |
| Annual return | 89.27% | 535.20%-445.9pp | 302.12%-212.8pp | 41.64%+47.6pp |
| Employer contribution / active EE | $786 | $586+34.1% | $914-14.0% | $2,551-69.2% |
| Participant deferral / active EE | $903 | $1,171-22.9% | $1,790-49.6% | $4,139-78.2% |
| Admin fee / account holder | $10 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |