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 | $2,200 | $67,823-96.8% | $52,425-95.8% | $137,256-98.4% |
| Participation rate | 73.7% | 63.9%+9.8pp | 55.6%+18.1pp | 80.0%-6.3pp |
| Annual return | 21.49% | 219.11%-197.6pp | 302.12%-280.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $176 | $1,163-84.9% | $914-80.8% | $4,156-95.8% |
| Participant deferral / active EE | $702 | $2,288-69.3% | $1,790-60.8% | $6,407-89.0% |
| Admin fee / account holder | $102 | $2,844-96.4% | $2,495-95.9% | $12,270-99.2% |