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 | $41,285 | $96,635-57.3% | $86,612-52.3% | $139,434-70.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 32.11% | 106.41%-74.3pp | 591.07%-559.0pp | 372.94%-340.8pp |
| Employer contribution / active EE | $11,064 | $3,263+239.1% | $3,022+266.1% | $4,751+132.9% |
| Participant deferral / active EE | $7,649 | $4,836+58.2% | $4,438+72.4% | $6,710+14.0% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |