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 | $1,999 | $67,823-97.1% | $52,425-96.2% | $137,256-98.5% |
| Participation rate | 77.3% | 63.9%+13.4pp | 55.6%+21.6pp | 80.0%-2.7pp |
| Annual return | 24.99% | 219.11%-194.1pp | 302.12%-277.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $194 | $1,163-83.3% | $914-78.8% | $4,156-95.3% |
| Participant deferral / active EE | $776 | $2,288-66.1% | $1,790-56.7% | $6,407-87.9% |
| Admin fee / account holder | $11 | $2,844-99.6% | $2,495-99.6% | $12,270-99.9% |