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 | $10,265 | $67,823-84.9% | $52,425-80.4% | $137,256-92.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.28% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $600 | $1,163-48.4% | $914-34.4% | $4,156-85.6% |
| Participant deferral / active EE | $972 | $2,288-57.5% | $1,790-45.7% | $6,407-84.8% |
| Admin fee / account holder | $154 | $2,844-94.6% | $2,495-93.8% | $12,270-98.7% |