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 | $16,950 | $70,606-76.0% | $53,898-68.6% | $142,382-88.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.82% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $433 | $1,202-64.0% | $932-53.5% | $4,299-89.9% |
| Participant deferral / active EE | $729 | $2,364-69.2% | $1,826-60.1% | $6,507-88.8% |
| Admin fee / account holder | $89 | $2,852-96.9% | $2,491-96.4% | $12,624-99.3% |