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 | $1,684 | $30,400-94.5% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 75.0% | 46.4%+28.6pp | 55.0%+20.0pp | 68.3%+6.7pp |
| Annual return | 25.90% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $319 | $603-47.0% | $932-65.7% | $2,631-87.9% |
| Participant deferral / active EE | $634 | $1,199-47.1% | $1,826-65.3% | $4,212-84.9% |
| Admin fee / account holder | $44 | $1,993-97.8% | $2,491-98.2% | $7,344-99.4% |