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 | $3,776 | $30,400-87.6% | $53,898-93.0% | $84,808-95.5% |
| Participation rate | 78.1% | 46.4%+31.7pp | 55.0%+23.2pp | 68.3%+9.8pp |
| Annual return | 20.88% | 500.19%-479.3pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $613 | $603+1.8% | $932-34.2% | $2,631-76.7% |
| Participant deferral / active EE | $723 | $1,199-39.7% | $1,826-60.4% | $4,212-82.8% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.0% | $7,344-99.7% |