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 | $8,628 | $149,040-94.2% | $120,225-92.8% | $137,256-93.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.34% | 605.68%-584.3pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $295 | $4,350-93.2% | $3,475-91.5% | $4,156-92.9% |
| Participant deferral / active EE | $1,596 | $4,655-65.7% | $3,999-60.1% | $6,407-75.1% |
| Admin fee / account holder | $8 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |