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 7-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 | $12,618 | $108,642-88.4% | $74,701-83.1% | $152,861-91.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 30.93% | 114.06%-83.1pp | 752.92%-722.0pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,039 | $1,503-30.9% | $1,084-4.1% | $4,762-78.2% |
| Participant deferral / active EE | $1,039 | $2,712-61.7% | $1,964-47.1% | $5,850-82.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |