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 | $5,086 | $30,400-83.3% | $53,898-90.6% | $84,808-94.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 25.87% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $792 | $603+31.4% | $932-15.1% | $2,631-69.9% |
| Participant deferral / active EE | $1,574 | $1,199+31.4% | $1,826-13.8% | $4,212-62.6% |
| Admin fee / account holder | $203 | $1,993-89.8% | $2,491-91.8% | $7,344-97.2% |