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 | $1,872 | $70,606-97.3% | $53,898-96.5% | $142,382-98.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.86% | 619.81%-593.9pp | 528.60%-502.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $578 | $1,202-51.9% | $932-38.0% | $4,299-86.6% |
| Participant deferral / active EE | $2,313 | $2,364-2.2% | $1,826+26.6% | $6,507-64.5% |
| Admin fee / account holder | $10 | $2,852-99.6% | $2,491-99.6% | $12,624-99.9% |