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 | $7,727 | $51,175-84.9% | $70,515-89.0% | $75,163-89.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 303.11% | 30.02%+273.1pp | 32.77%+270.3pp | 160.62%+142.5pp |
| Employer contribution / active EE | $2,038 | $1,826+11.6% | $2,973-31.5% | $2,670-23.7% |
| Participant deferral / active EE | $5,253 | $2,849+84.4% | $4,567+15.0% | $4,125+27.3% |
| Admin fee / account holder | $10 | $4,091-99.8% | $6,412-99.8% | $5,651-99.8% |