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 | $1,621 | $30,400-94.7% | $53,898-97.0% | $84,808-98.1% |
| Participation rate | 80.6% | 46.4%+34.1pp | 55.0%+25.6pp | 68.3%+12.2pp |
| Annual return | 19.96% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $285 | $603-52.6% | $932-69.4% | $2,631-89.2% |
| Participant deferral / active EE | $452 | $1,199-62.3% | $1,826-75.3% | $4,212-89.3% |
| Admin fee / account holder | $127 | $1,993-93.6% | $2,491-94.9% | $7,344-98.3% |