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 | $1,916 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 26.30% | 2994.23%-2967.9pp | 1701.33%-1675.0pp | 561.29%-535.0pp |
| Employer contribution / active EE | $873 | $1,380-36.7% | $1,039-16.0% | $4,660-81.3% |
| Participant deferral / active EE | $990 | $2,623-62.3% | $1,952-49.3% | $6,688-85.2% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |