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 5-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 | $1,136 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 73.7% | 63.9%+9.8pp | 55.6%+18.1pp | 80.0%-6.3pp |
| Annual return | 20.89% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.5pp |
| Employer contribution / active EE | $301 | $1,163-74.1% | $914-67.0% | $4,156-92.7% |
| Participant deferral / active EE | $415 | $2,288-81.9% | $1,790-76.8% | $6,407-93.5% |
| Admin fee / account holder | $70 | $2,844-97.5% | $2,495-97.2% | $12,270-99.4% |