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 | $158,398-94.6% | $126,539-93.2% | $142,382-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.34% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $295 | $4,650-93.7% | $3,674-92.0% | $4,299-93.1% |
| Participant deferral / active EE | $1,596 | $4,767-66.5% | $4,083-60.9% | $6,507-75.5% |
| Admin fee / account holder | $8 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |