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 3-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 | $1,699 | $70,606-97.6% | $53,898-96.8% | $142,382-98.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 32.30% | 619.81%-587.5pp | 528.60%-496.3pp | 217.08%-184.8pp |
| Employer contribution / active EE | $278 | $1,202-76.9% | $932-70.2% | $4,299-93.5% |
| Participant deferral / active EE | $597 | $2,364-74.7% | $1,826-67.3% | $6,507-90.8% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |