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 | $4,887 | $101,618-95.2% | $93,063-94.7% | $137,256-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.91% | 223.95%-202.0pp | 34.15%-12.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $756 | $2,707-72.1% | $2,476-69.5% | $4,156-81.8% |
| Participant deferral / active EE | $2,041 | $4,279-52.3% | $3,958-48.4% | $6,407-68.1% |
| Admin fee / account holder | $28 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |