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 5-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 | $1,623 | $76,738-97.9% | $56,411-97.1% | $145,922-98.9% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 14.54% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $179 | $1,380-87.0% | $1,039-82.7% | $4,660-96.2% |
| Participant deferral / active EE | $814 | $2,623-69.0% | $1,952-58.3% | $6,688-87.8% |
| Admin fee / account holder | $13 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |