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 | $2,263 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 22.35% | 619.81%-597.5pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $207 | $1,202-82.8% | $932-77.8% | $4,299-95.2% |
| Participant deferral / active EE | $826 | $2,364-65.1% | $1,826-54.8% | $6,507-87.3% |
| Admin fee / account holder | $13 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |