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 | $9,570 | $70,606-86.4% | $53,898-82.2% | $142,382-93.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.86% | 619.81%-599.0pp | 528.60%-507.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $851 | $1,202-29.2% | $932-8.7% | $4,299-80.2% |
| Participant deferral / active EE | $799 | $2,364-66.2% | $1,826-56.3% | $6,507-87.7% |
| Admin fee / account holder | $121 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |