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 3-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 | $3,533 | $74,888-95.3% | $71,209-95.0% | $142,382-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.30% | 345.14%-317.8pp | 282.51%-255.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $434 | $2,854-84.8% | $2,721-84.0% | $4,299-89.9% |
| Participant deferral / active EE | $623 | $4,454-86.0% | $4,175-85.1% | $6,507-90.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |