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 | $2,363 | $67,823-96.5% | $52,425-95.5% | $137,256-98.3% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 22.45% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $426 | $1,163-63.4% | $914-53.4% | $4,156-89.8% |
| Participant deferral / active EE | $554 | $2,288-75.8% | $1,790-69.1% | $6,407-91.4% |
| Admin fee / account holder | $16 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |