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 | $1,630 | $30,400-94.6% | $53,898-97.0% | $84,808-98.1% |
| Participation rate | 84.0% | 46.4%+37.6pp | 55.0%+29.0pp | 68.3%+15.7pp |
| Annual return | 21.63% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $204 | $603-66.1% | $932-78.1% | $2,631-92.2% |
| Participant deferral / active EE | $500 | $1,199-58.3% | $1,826-72.6% | $4,212-88.1% |
| Admin fee / account holder | $108 | $1,993-94.6% | $2,491-95.7% | $7,344-98.5% |