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 | $70,606-96.3% | $53,898-95.1% | $142,382-98.2% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 27.10% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $330 | $1,202-72.5% | $932-64.6% | $4,299-92.3% |
| Participant deferral / active EE | $352 | $2,364-85.1% | $1,826-80.7% | $6,507-94.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |