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 | $5,806 | $88,751-93.5% | $81,812-92.9% | $145,922-96.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.35% | 1025.40%-999.0pp | 773.79%-747.4pp | 561.29%-534.9pp |
| Employer contribution / active EE | $2,135 | $3,083-30.8% | $2,912-26.7% | $4,660-54.2% |
| Participant deferral / active EE | $2,135 | $4,643-54.0% | $4,319-50.6% | $6,688-68.1% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |