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 | $2,331 | $72,071-96.8% | $68,368-96.6% | $137,256-98.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.31% | 353.14%-326.8pp | 292.57%-266.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,014 | $2,788-63.6% | $2,649-61.7% | $4,156-75.6% |
| Participant deferral / active EE | $1,138 | $4,410-74.2% | $4,123-72.4% | $6,407-82.2% |
| Admin fee / account holder | $14 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |