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 | $2,065 | $67,823-97.0% | $52,425-96.1% | $137,256-98.5% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 19.38% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-201.0pp |
| Employer contribution / active EE | $270 | $1,163-76.8% | $914-70.4% | $4,156-93.5% |
| Participant deferral / active EE | $1,098 | $2,288-52.0% | $1,790-38.7% | $6,407-82.9% |
| Admin fee / account holder | $95 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |