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 | $8,342 | $70,606-88.2% | $53,898-84.5% | $142,382-94.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 288.00% | 619.81%-331.8pp | 528.60%-240.6pp | 217.08%+70.9pp |
| Employer contribution / active EE | $266 | $1,202-77.9% | $932-71.5% | $4,299-93.8% |
| Participant deferral / active EE | $575 | $2,364-75.7% | $1,826-68.5% | $6,507-91.2% |
| Admin fee / account holder | $55 | $2,852-98.1% | $2,491-97.8% | $12,624-99.6% |