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 5-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 | $2,960 | $30,400-90.3% | $53,898-94.5% | $84,808-96.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 19.75% | 500.19%-480.4pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $322 | $603-46.5% | $932-65.4% | $2,631-87.8% |
| Participant deferral / active EE | $550 | $1,199-54.1% | $1,826-69.9% | $4,212-86.9% |
| Admin fee / account holder | $31 | $1,993-98.5% | $2,491-98.8% | $7,344-99.6% |