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 | $8,368 | $81,625-89.7% | $58,482-85.7% | $139,434-94.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 240.24% | 7404.20%-7164.0pp | 4239.32%-3999.1pp | 372.94%-132.7pp |
| Employer contribution / active EE | $799 | $1,398-42.9% | $1,053-24.2% | $4,751-83.2% |
| Participant deferral / active EE | $2,434 | $2,557-4.8% | $1,924+26.5% | $6,710-63.7% |
| Admin fee / account holder | $21 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |