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 4-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 | $8,271 | $156,846-94.7% | $121,098-93.2% | $139,434-94.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 31.22% | 1474.56%-1443.3pp | 985.75%-954.5pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,659 | $5,536-70.0% | $4,164-60.2% | $4,751-65.1% |
| Participant deferral / active EE | $2,860 | $4,844-41.0% | $4,080-29.9% | $6,710-57.4% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |