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 | $10,718 | $96,635-88.9% | $86,612-87.6% | $139,434-92.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 37.75% | 106.41%-68.7pp | 591.07%-553.3pp | 372.94%-335.2pp |
| Employer contribution / active EE | $3,115 | $3,263-4.5% | $3,022+3.1% | $4,751-34.4% |
| Participant deferral / active EE | $3,115 | $4,836-35.6% | $4,438-29.8% | $6,710-53.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |