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 6-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 | $5,179 | $30,400-83.0% | $53,898-90.4% | $84,808-93.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 16.13% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $120 | $603-80.0% | $932-87.1% | $2,631-95.4% |
| Participant deferral / active EE | $915 | $1,199-23.6% | $1,826-49.9% | $4,212-78.3% |
| Admin fee / account holder | $255 | $1,993-87.2% | $2,491-89.8% | $7,344-96.5% |