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 8-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 | $28,022 | $108,642-74.2% | $74,701-62.5% | $152,861-81.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.76% | 114.06%-95.3pp | 752.92%-734.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,210 | $1,503-19.5% | $1,084+11.7% | $4,762-74.6% |
| Participant deferral / active EE | $3,566 | $2,712+31.5% | $1,964+81.6% | $5,850-39.0% |
| Admin fee / account holder | $14 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |