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 | $4,880 | $74,888-93.5% | $71,209-93.1% | $142,382-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.80% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,544 | $2,854-45.9% | $2,721-43.3% | $4,299-64.1% |
| Participant deferral / active EE | $1,544 | $4,454-65.3% | $4,175-63.0% | $6,507-76.3% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |