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 | $4,531 | $76,738-94.1% | $56,411-92.0% | $145,922-96.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 2994.23%-2984.7pp | 1701.33%-1691.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $467 | $1,380-66.2% | $1,039-55.1% | $4,660-90.0% |
| Participant deferral / active EE | $757 | $2,623-71.1% | $1,952-61.2% | $6,688-88.7% |
| Admin fee / account holder | $265 | $3,334-92.0% | $2,829-90.6% | $13,397-98.0% |