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 | $1,709 | $30,400-94.4% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 83.3% | 46.4%+36.9pp | 55.0%+28.4pp | 68.3%+15.0pp |
| Annual return | 20.41% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $518 | $603-14.1% | $932-44.4% | $2,631-80.3% |
| Participant deferral / active EE | $637 | $1,199-46.9% | $1,826-65.1% | $4,212-84.9% |
| Admin fee / account holder | $155 | $1,993-92.2% | $2,491-93.8% | $7,344-97.9% |