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 | $3,070 | $30,400-89.9% | $53,898-94.3% | $84,808-96.4% |
| Participation rate | 74.2% | 46.4%+27.7pp | 55.0%+19.2pp | 68.3%+5.9pp |
| Annual return | 23.80% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $374 | $603-38.0% | $932-59.9% | $2,631-85.8% |
| Participant deferral / active EE | $916 | $1,199-23.6% | $1,826-49.9% | $4,212-78.3% |
| Admin fee / account holder | $15 | $1,993-99.2% | $2,491-99.4% | $7,344-99.8% |