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 | $1,309 | $70,606-98.1% | $53,898-97.6% | $142,382-99.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.45% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $503 | $1,202-58.1% | $932-46.0% | $4,299-88.3% |
| Participant deferral / active EE | $573 | $2,364-75.8% | $1,826-68.6% | $6,507-91.2% |
| Admin fee / account holder | $78 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |