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 | $2,879 | $67,823-95.8% | $52,425-94.5% | $137,256-97.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 19.84% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $385 | $1,163-66.9% | $914-57.8% | $4,156-90.7% |
| Participant deferral / active EE | $497 | $2,288-78.3% | $1,790-72.2% | $6,407-92.2% |
| Admin fee / account holder | $27 | $2,844-99.1% | $2,495-98.9% | $12,270-99.8% |