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 | $2,646 | $70,606-96.3% | $53,898-95.1% | $142,382-98.1% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 24.01% | 619.81%-595.8pp | 528.60%-504.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $211 | $1,202-82.5% | $932-77.4% | $4,299-95.1% |
| Participant deferral / active EE | $940 | $2,364-60.2% | $1,826-48.5% | $6,507-85.6% |
| Admin fee / account holder | $15 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |