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 | $6,009 | $70,606-91.5% | $53,898-88.9% | $142,382-95.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.52% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $593 | $1,202-50.7% | $932-36.4% | $4,299-86.2% |
| Participant deferral / active EE | $776 | $2,364-67.2% | $1,826-57.5% | $6,507-88.1% |
| Admin fee / account holder | $22 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |