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 | $6,172 | $70,606-91.3% | $53,898-88.5% | $142,382-95.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.10% | 619.81%-609.7pp | 528.60%-518.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $579 | $1,202-51.8% | $932-37.9% | $4,299-86.5% |
| Participant deferral / active EE | $903 | $2,364-61.8% | $1,826-50.6% | $6,507-86.1% |
| Admin fee / account holder | $93 | $2,852-96.7% | $2,491-96.3% | $12,624-99.3% |