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 | $4,190 | $70,606-94.1% | $53,898-92.2% | $142,382-97.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 21.64% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $594 | $1,202-50.6% | $932-36.3% | $4,299-86.2% |
| Participant deferral / active EE | $594 | $2,364-74.9% | $1,826-67.5% | $6,507-90.9% |
| Admin fee / account holder | $23 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |