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 | $3,676 | $74,888-95.1% | $71,209-94.8% | $142,382-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.03% | 345.14%-316.1pp | 282.51%-253.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $610 | $2,854-78.6% | $2,721-77.6% | $4,299-85.8% |
| Participant deferral / active EE | $915 | $4,454-79.5% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |