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 | $2,700 | $76,738-96.5% | $56,411-95.2% | $145,922-98.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 2994.23%-2975.8pp | 1701.33%-1682.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $724 | $1,380-47.5% | $1,039-30.3% | $4,660-84.5% |
| Participant deferral / active EE | $974 | $2,623-62.8% | $1,952-50.1% | $6,688-85.4% |
| Admin fee / account holder | $2 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |