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 | $1,900 | $70,606-97.3% | $53,898-96.5% | $142,382-98.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.60% | 619.81%-610.2pp | 528.60%-519.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $475 | $1,202-60.5% | $932-49.1% | $4,299-89.0% |
| Participant deferral / active EE | $512 | $2,364-78.4% | $1,826-72.0% | $6,507-92.1% |
| Admin fee / account holder | $122 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |