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 | $5,304 | $158,398-96.7% | $126,539-95.8% | $142,382-96.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.11% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $591 | $4,650-87.3% | $3,674-83.9% | $4,299-86.2% |
| Participant deferral / active EE | $1,810 | $4,767-62.0% | $4,083-55.7% | $6,507-72.2% |
| Admin fee / account holder | $28 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |