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 5-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 | $10,908 | $76,738-85.8% | $56,411-80.7% | $145,922-92.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.64% | 2994.23%-2973.6pp | 1701.33%-1680.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $580 | $1,380-58.0% | $1,039-44.2% | $4,660-87.6% |
| Participant deferral / active EE | $3,458 | $2,623+31.8% | $1,952+77.1% | $6,688-48.3% |
| Admin fee / account holder | $107 | $3,334-96.8% | $2,829-96.2% | $13,397-99.2% |