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 6-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 | $4,516 | $74,888-94.0% | $71,209-93.7% | $142,382-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 39.82% | 345.14%-305.3pp | 282.51%-242.7pp | 217.08%-177.3pp |
| Employer contribution / active EE | $2,468 | $2,854-13.6% | $2,721-9.3% | $4,299-42.6% |
| Participant deferral / active EE | $2,521 | $4,454-43.4% | $4,175-39.6% | $6,507-61.3% |
| Admin fee / account holder | $22 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |