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 5-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 | $1,081 | $70,606-98.5% | $53,898-98.0% | $142,382-99.2% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 17.46% | 619.81%-602.4pp | 528.60%-511.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $379 | $1,202-68.5% | $932-59.4% | $4,299-91.2% |
| Participant deferral / active EE | $342 | $2,364-85.5% | $1,826-81.3% | $6,507-94.7% |
| Admin fee / account holder | $126 | $2,852-95.6% | $2,491-94.9% | $12,624-99.0% |