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 7-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 | $1,915 | $70,606-97.3% | $53,898-96.4% | $142,382-98.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $450 | $1,202-62.6% | $932-51.7% | $4,299-89.5% |
| Participant deferral / active EE | $1,317 | $2,364-44.3% | $1,826-27.9% | $6,507-79.8% |
| Admin fee / account holder | $3 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |