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 | $1,969 | $70,606-97.2% | $53,898-96.3% | $142,382-98.6% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 20.80% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $161 | $1,202-86.6% | $932-82.7% | $4,299-96.2% |
| Participant deferral / active EE | $645 | $2,364-72.7% | $1,826-64.7% | $6,507-90.1% |
| Admin fee / account holder | $11 | $2,852-99.6% | $2,491-99.6% | $12,624-99.9% |