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 | $1,885 | $76,738-97.5% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.9pp | 80.3%+13.1pp |
| Annual return | 19.15% | 2994.23%-2975.1pp | 1701.33%-1682.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $658 | $1,380-52.3% | $1,039-36.6% | $4,660-85.9% |
| Participant deferral / active EE | $1,329 | $2,623-49.3% | $1,952-31.9% | $6,688-80.1% |
| Admin fee / account holder | $7 | $3,334-99.8% | $2,829-99.7% | $13,397-99.9% |