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 | $6,969 | $96,305-92.8% | $80,569-91.4% | $139,434-95.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 40.88% | 1350.08%-1309.2pp | 935.43%-894.6pp | 372.94%-332.1pp |
| Employer contribution / active EE | $1,472 | $3,262-54.9% | $2,723-46.0% | $4,751-69.0% |
| Participant deferral / active EE | $3,023 | $5,232-42.2% | $4,447-32.0% | $6,710-54.9% |
| Admin fee / account holder | $62 | $6,599-99.1% | $5,377-98.8% | $11,403-99.5% |