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 4-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 | $2,160 | $67,823-96.8% | $52,425-95.9% | $137,256-98.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.22% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $745 | $2,288-67.4% | $1,790-58.4% | $6,407-88.4% |
| Admin fee / account holder | $21 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |