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 | $72,071-95.1% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.30% | 353.14%-325.8pp | 292.57%-265.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $434 | $2,788-84.4% | $2,649-83.6% | $4,156-89.6% |
| Participant deferral / active EE | $623 | $4,410-85.9% | $4,123-84.9% | $6,407-90.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |