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 | $2,723 | $76,738-96.5% | $56,411-95.2% | $145,922-98.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $523 | $1,380-62.1% | $1,039-49.6% | $4,660-88.8% |
| Participant deferral / active EE | $809 | $2,623-69.2% | $1,952-58.6% | $6,688-87.9% |
| Admin fee / account holder | $23 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |