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 | $32,410 | $76,738-57.8% | $56,411-42.5% | $145,922-77.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.47% | 2994.23%-2971.8pp | 1701.33%-1678.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,765 | $1,380+100.4% | $1,039+166.2% | $4,660-40.7% |
| Participant deferral / active EE | $10,379 | $2,623+295.8% | $1,952+431.7% | $6,688+55.2% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |