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 | $30,400-92.3% | $53,898-95.6% | $84,808-97.2% |
| Participation rate | 75.9% | 46.4%+29.4pp | 55.0%+20.9pp | 68.3%+7.6pp |
| Annual return | 22.95% | 500.19%-477.2pp | 528.60%-505.7pp | 40.90%-17.9pp |
| Employer contribution / active EE | $211 | $603-65.0% | $932-77.3% | $2,631-92.0% |
| Participant deferral / active EE | $337 | $1,199-71.9% | $1,826-81.6% | $4,212-92.0% |
| Admin fee / account holder | $10 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |