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 4-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 | $2,456 | $70,606-96.5% | $53,898-95.4% | $142,382-98.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.66% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $281 | $1,202-76.6% | $932-69.8% | $4,299-93.5% |
| Participant deferral / active EE | $1,125 | $2,364-52.4% | $1,826-38.4% | $6,507-82.7% |
| Admin fee / account holder | $14 | $2,852-99.5% | $2,491-99.5% | $12,624-99.9% |