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 5-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 | $2,056 | $76,738-97.3% | $56,411-96.4% | $145,922-98.6% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.9pp | 80.3%-6.9pp |
| Annual return | 14.88% | 2994.23%-2979.3pp | 1701.33%-1686.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $525 | $1,380-61.9% | $1,039-49.4% | $4,660-88.7% |
| Participant deferral / active EE | $527 | $2,623-79.9% | $1,952-73.0% | $6,688-92.1% |
| Admin fee / account holder | $51 | $3,334-98.5% | $2,829-98.2% | $13,397-99.6% |