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 3-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 | $2,638 | $29,660-91.1% | $56,411-95.3% | $80,856-96.7% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 19.68% | 35.23%-15.6pp | 1701.33%-1681.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,409 | $669+110.4% | $1,039+35.6% | $2,755-48.9% |
| Participant deferral / active EE | $1,570 | $1,226+28.1% | $1,952-19.5% | $4,296-63.4% |
| Admin fee / account holder | $192 | $2,428-92.1% | $2,829-93.2% | $6,918-97.2% |