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 | $1,846 | $67,823-97.3% | $52,425-96.5% | $137,256-98.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 26.24% | 219.11%-192.9pp | 302.12%-275.9pp | 220.34%-194.1pp |
| Employer contribution / active EE | $198 | $1,163-82.9% | $914-78.3% | $4,156-95.2% |
| Participant deferral / active EE | $805 | $2,288-64.8% | $1,790-55.0% | $6,407-87.4% |
| Admin fee / account holder | $184 | $2,844-93.5% | $2,495-92.6% | $12,270-98.5% |