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 6-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 | $15,359 | $30,400-49.5% | $53,898-71.5% | $84,808-81.9% |
| Participation rate | 89.4% | 46.4%+42.9pp | 55.0%+34.4pp | 68.3%+21.1pp |
| Annual return | 24.28% | 500.19%-475.9pp | 528.60%-504.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $957 | $603+58.8% | $932+2.7% | $2,631-63.6% |
| Participant deferral / active EE | $2,133 | $1,199+77.9% | $1,826+16.8% | $4,212-49.4% |
| Admin fee / account holder | $190 | $1,993-90.4% | $2,491-92.4% | $7,344-97.4% |