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 | $27,816 | $96,635-71.2% | $86,612-67.9% | $139,434-80.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.10% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,098 | $3,263-35.7% | $3,022-30.6% | $4,751-55.8% |
| Participant deferral / active EE | $11,997 | $4,836+148.1% | $4,438+170.3% | $6,710+78.8% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |