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 | $2,615 | $67,823-96.1% | $52,425-95.0% | $137,256-98.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 27.10% | 219.11%-192.0pp | 302.12%-275.0pp | 220.34%-193.2pp |
| Employer contribution / active EE | $330 | $1,163-71.6% | $914-63.9% | $4,156-92.1% |
| Participant deferral / active EE | $352 | $2,288-84.6% | $1,790-80.3% | $6,407-94.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |