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 | $14,983 | $158,398-90.5% | $126,539-88.2% | $142,382-89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.64% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $669 | $4,650-85.6% | $3,674-81.8% | $4,299-84.4% |
| Participant deferral / active EE | $3,212 | $4,767-32.6% | $4,083-21.3% | $6,507-50.6% |
| Admin fee / account holder | $112 | $6,918-98.4% | $6,065-98.2% | $12,624-99.1% |