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 | $3,055 | $70,606-95.7% | $53,898-94.3% | $142,382-97.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 18.24% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $104 | $1,202-91.3% | $932-88.8% | $4,299-97.6% |
| Participant deferral / active EE | $470 | $2,364-80.1% | $1,826-74.3% | $6,507-92.8% |
| Admin fee / account holder | $107 | $2,852-96.3% | $2,491-95.7% | $12,624-99.2% |