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 | $6,021 | $74,888-92.0% | $71,209-91.5% | $142,382-95.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.27% | 345.14%-320.9pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,351 | $2,854-17.6% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $2,351 | $4,454-47.2% | $4,175-43.7% | $6,507-63.9% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |