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 | $2,219 | $70,606-96.9% | $53,898-95.9% | $142,382-98.4% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 32.23% | 619.81%-587.6pp | 528.60%-496.4pp | 217.08%-184.8pp |
| Employer contribution / active EE | $432 | $1,202-64.1% | $932-53.7% | $4,299-90.0% |
| Participant deferral / active EE | $722 | $2,364-69.4% | $1,826-60.5% | $6,507-88.9% |
| Admin fee / account holder | $7 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |