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 8-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 | $2,431 | $70,606-96.6% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.39% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $355 | $1,202-70.5% | $932-62.0% | $4,299-91.8% |
| Participant deferral / active EE | $597 | $2,364-74.7% | $1,826-67.3% | $6,507-90.8% |
| Admin fee / account holder | $38 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |