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 | $2,978 | $70,606-95.8% | $53,898-94.5% | $142,382-97.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.44% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $774 | $1,202-35.6% | $932-16.9% | $4,299-82.0% |
| Participant deferral / active EE | $780 | $2,364-67.0% | $1,826-57.3% | $6,507-88.0% |
| Admin fee / account holder | $75 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |