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 8-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 | $4,190 | $30,400-86.2% | $53,898-92.2% | $84,808-95.1% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 18.40% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $239 | $603-60.3% | $932-74.4% | $2,631-90.9% |
| Participant deferral / active EE | $566 | $1,199-52.8% | $1,826-69.0% | $4,212-86.6% |
| Admin fee / account holder | $64 | $1,993-96.8% | $2,491-97.4% | $7,344-99.1% |