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 | $6,972 | $34,308-79.7% | $74,701-90.7% | $72,985-90.4% |
| Participation rate | 83.7% | 42.4%+41.3pp | 54.5%+29.3pp | 69.5%+14.2pp |
| Annual return | 377.21% | 26.58%+350.6pp | 752.92%-375.7pp | 81.00%+296.2pp |
| Employer contribution / active EE | $2,268 | $692+227.9% | $1,084+109.3% | $2,440-7.1% |
| Participant deferral / active EE | $1,807 | $1,271+42.1% | $1,964-8.0% | $3,607-49.9% |
| Admin fee / account holder | $184 | $2,124-91.3% | $3,333-94.5% | $5,124-96.4% |