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 | $1,799 | $30,400-94.1% | $53,898-96.7% | $84,808-97.9% |
| Participation rate | 86.2% | 46.4%+39.8pp | 55.0%+31.2pp | 68.3%+17.9pp |
| Annual return | 21.29% | 500.19%-478.9pp | 528.60%-507.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $310 | $603-48.5% | $932-66.7% | $2,631-88.2% |
| Participant deferral / active EE | $873 | $1,199-27.2% | $1,826-52.2% | $4,212-79.3% |
| Admin fee / account holder | $88 | $1,993-95.6% | $2,491-96.5% | $7,344-98.8% |