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 | $7,333 | $94,338-92.2% | $100,534-92.7% | $142,382-94.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 116.64% | 29.20%+87.4pp | 32.66%+84.0pp | 217.08%-100.4pp |
| Employer contribution / active EE | $3,087 | $4,237-27.1% | $4,346-29.0% | $4,299-28.2% |
| Participant deferral / active EE | $3,087 | $5,934-48.0% | $6,144-49.8% | $6,507-52.6% |
| Admin fee / account holder | $12 | $8,421-99.9% | $7,654-99.8% | $12,624-99.9% |