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 | $9,240 | $96,635-90.4% | $86,612-89.3% | $139,434-93.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 50.91% | 106.41%-55.5pp | 591.07%-540.2pp | 372.94%-322.0pp |
| Employer contribution / active EE | $2,575 | $3,263-21.1% | $3,022-14.8% | $4,751-45.8% |
| Participant deferral / active EE | $4,052 | $4,836-16.2% | $4,438-8.7% | $6,710-39.6% |
| Admin fee / account holder | $114 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |