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 | $3,583 | $88,751-96.0% | $81,812-95.6% | $145,922-97.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.00% | 1025.40%-997.4pp | 773.79%-745.8pp | 561.29%-533.3pp |
| Employer contribution / active EE | $2,087 | $3,083-32.3% | $2,912-28.3% | $4,660-55.2% |
| Participant deferral / active EE | $2,389 | $4,643-48.6% | $4,319-44.7% | $6,688-64.3% |
| Admin fee / account holder | $13 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |