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 | $9,996 | $96,635-89.7% | $86,612-88.5% | $139,434-92.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 53.20% | 106.41%-53.2pp | 591.07%-537.9pp | 372.94%-319.7pp |
| Employer contribution / active EE | $2,293 | $3,263-29.7% | $3,022-24.1% | $4,751-51.7% |
| Participant deferral / active EE | $5,072 | $4,836+4.9% | $4,438+14.3% | $6,710-24.4% |
| Admin fee / account holder | $97 | $6,408-98.5% | $5,614-98.3% | $11,403-99.1% |