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 | $1,464 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 78.9% | 63.9%+15.0pp | 55.6%+23.3pp | 80.0%-1.0pp |
| Annual return | 26.43% | 219.11%-192.7pp | 302.12%-275.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1 | $1,163-100.0% | $914-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $667 | $2,288-70.8% | $1,790-62.7% | $6,407-89.6% |
| Admin fee / account holder | $3 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |