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 | $67,823-98.4% | $52,425-97.9% | $137,256-99.2% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 17.46% | 219.11%-201.6pp | 302.12%-284.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $379 | $1,163-67.4% | $914-58.6% | $4,156-90.9% |
| Participant deferral / active EE | $342 | $2,288-85.1% | $1,790-80.9% | $6,407-94.7% |
| Admin fee / account holder | $126 | $2,844-95.6% | $2,495-94.9% | $12,270-99.0% |