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 | $1,613 | $70,606-97.7% | $53,898-97.0% | $142,382-98.9% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 23.37% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $192 | $1,202-84.0% | $932-79.4% | $4,299-95.5% |
| Participant deferral / active EE | $783 | $2,364-66.9% | $1,826-57.1% | $6,507-88.0% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.6% | $12,624-99.9% |