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 6-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 | $9,976 | $158,398-93.7% | $126,539-92.1% | $142,382-93.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.07% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $357 | $4,650-92.3% | $3,674-90.3% | $4,299-91.7% |
| Participant deferral / active EE | $1,245 | $4,767-73.9% | $4,083-69.5% | $6,507-80.9% |
| Admin fee / account holder | $31 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |