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 | $1,808 | $70,606-97.4% | $53,898-96.6% | $142,382-98.7% |
| Participation rate | 94.1% | 63.7%+30.4pp | 55.0%+39.2pp | 80.1%+14.0pp |
| Annual return | 24.29% | 619.81%-595.5pp | 528.60%-504.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $222 | $1,202-81.5% | $932-76.2% | $4,299-94.8% |
| Participant deferral / active EE | $887 | $2,364-62.5% | $1,826-51.4% | $6,507-86.4% |
| Admin fee / account holder | $140 | $2,852-95.1% | $2,491-94.4% | $12,624-98.9% |