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 4-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 | $6,504 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.47% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $947 | $1,202-21.2% | $932+1.6% | $4,299-78.0% |
| Participant deferral / active EE | $1,814 | $2,364-23.3% | $1,826-0.7% | $6,507-72.1% |
| Admin fee / account holder | $77 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |