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 | $5,786 | $70,606-91.8% | $53,898-89.3% | $142,382-95.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.69% | 619.81%-594.1pp | 528.60%-502.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,813 | $1,202+50.8% | $932+94.5% | $4,299-57.8% |
| Participant deferral / active EE | $1,813 | $2,364-23.3% | $1,826-0.7% | $6,507-72.1% |
| Admin fee / account holder | $12 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |