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 | $2,351 | $29,319-92.0% | $52,425-95.5% | $82,448-97.1% |
| Participation rate | 75.9% | 46.9%+29.0pp | 55.6%+20.2pp | 68.1%+7.8pp |
| Annual return | 22.95% | 535.20%-512.3pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $211 | $586-64.0% | $914-76.9% | $2,551-91.7% |
| Participant deferral / active EE | $337 | $1,171-71.3% | $1,790-81.2% | $4,139-91.9% |
| Admin fee / account holder | $10 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |