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 | $2,056 | $76,738-97.3% | $56,411-96.4% | $145,922-98.6% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.8pp | 80.3%+8.0pp |
| Annual return | 16.27% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $736 | $1,380-46.6% | $1,039-29.1% | $4,660-84.2% |
| Participant deferral / active EE | $1,186 | $2,623-54.8% | $1,952-39.2% | $6,688-82.3% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |