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 | $2,350 | $70,606-96.7% | $53,898-95.6% | $142,382-98.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 41.57% | 619.81%-578.2pp | 528.60%-487.0pp | 217.08%-175.5pp |
| Employer contribution / active EE | $976 | $1,202-18.8% | $932+4.7% | $4,299-77.3% |
| Participant deferral / active EE | $856 | $2,364-63.8% | $1,826-53.2% | $6,507-86.9% |
| Admin fee / account holder | $277 | $2,852-90.3% | $2,491-88.9% | $12,624-97.8% |