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 6-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 | $4,671 | $67,823-93.1% | $52,425-91.1% | $137,256-96.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 20.08% | 219.11%-199.0pp | 302.12%-282.0pp | 220.34%-200.3pp |
| Employer contribution / active EE | $269 | $1,163-76.9% | $914-70.6% | $4,156-93.5% |
| Participant deferral / active EE | $624 | $2,288-72.7% | $1,790-65.1% | $6,407-90.3% |
| Admin fee / account holder | $29 | $2,844-99.0% | $2,495-98.8% | $12,270-99.8% |