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 | $2,818 | $74,888-96.2% | $71,209-96.0% | $142,382-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.21% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,449 | $2,854-49.2% | $2,721-46.7% | $4,299-66.3% |
| Participant deferral / active EE | $1,509 | $4,454-66.1% | $4,175-63.9% | $6,507-76.8% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |