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 | $2,148 | $76,738-97.2% | $56,411-96.2% | $145,922-98.5% |
| Participation rate | 76.5% | 63.2%+13.3pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 9.33% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $529 | $2,623-79.8% | $1,952-72.9% | $6,688-92.1% |
| Admin fee / account holder | $56 | $3,334-98.3% | $2,829-98.0% | $13,397-99.6% |