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 | $2,275 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 22.89% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $186 | $1,202-84.5% | $932-80.0% | $4,299-95.7% |
| Participant deferral / active EE | $865 | $2,364-63.4% | $1,826-52.6% | $6,507-86.7% |
| Admin fee / account holder | $12 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |