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 | $6,248 | $27,915-77.6% | $58,482-89.3% | $75,163-91.7% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 36.72% | 44.20%-7.5pp | 4239.32%-4202.6pp | 160.62%-123.9pp |
| Employer contribution / active EE | $3,164 | $669+372.8% | $1,053+200.4% | $2,670+18.5% |
| Participant deferral / active EE | $2,220 | $1,201+84.8% | $1,924+15.4% | $4,125-46.2% |
| Admin fee / account holder | $99 | $1,726-94.3% | $2,516-96.1% | $5,651-98.2% |