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 | $6,812 | $116,167-94.1% | $64,489-89.4% | $137,256-95.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 27.05% | 36.55%-9.5pp | 55.03%-28.0pp | 220.34%-193.3pp |
| Employer contribution / active EE | $856 | $2,483-65.5% | $1,523-43.8% | $4,156-79.4% |
| Participant deferral / active EE | $2,351 | $4,215-44.2% | $2,778-15.4% | $6,407-63.3% |
| Admin fee / account holder | $7 | $6,188-99.9% | $4,260-99.8% | $12,270-99.9% |