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 3-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 | $17,362 | $48,230-64.0% | $67,502-74.3% | $80,856-78.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 31.94% | 18.28%+13.7pp | 3512.12%-3480.2pp | 35.59%-3.7pp |
| Employer contribution / active EE | $3,715 | $2,020+83.9% | $2,731+36.0% | $2,755+34.8% |
| Participant deferral / active EE | $6,299 | $2,924+115.4% | $4,000+57.5% | $4,296+46.6% |
| Admin fee / account holder | $128 | $3,681-96.5% | $3,998-96.8% | $6,918-98.2% |