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 | $11,484 | $82,286-86.0% | $68,791-83.3% | $134,475-91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 117.75% | -2.19%+119.9pp | -6.38%+124.1pp | 417.96%-300.2pp |
| Employer contribution / active EE | $4,228 | $3,301+28.1% | $2,655+59.2% | $4,740-10.8% |
| Participant deferral / active EE | $2,366 | $4,739-50.1% | $3,941-40.0% | $6,400-63.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |