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 | $1,771 | $70,606-97.5% | $53,898-96.7% | $142,382-98.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 30.23% | 619.81%-589.6pp | 528.60%-498.4pp | 217.08%-186.8pp |
| Employer contribution / active EE | $241 | $1,202-79.9% | $932-74.1% | $4,299-94.4% |
| Participant deferral / active EE | $1,187 | $2,364-49.8% | $1,826-35.0% | $6,507-81.8% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |