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 | $6,557 | $70,606-90.7% | $53,898-87.8% | $142,382-95.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 27.29% | 619.81%-592.5pp | 528.60%-501.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $750 | $1,202-37.6% | $932-19.5% | $4,299-82.6% |
| Participant deferral / active EE | $1,916 | $2,364-18.9% | $1,826+4.9% | $6,507-70.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |