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 | $4,766 | $70,606-93.2% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.25% | 619.81%-597.6pp | 528.60%-506.4pp | 217.08%-194.8pp |
| Employer contribution / active EE | $993 | $1,202-17.4% | $932+6.5% | $4,299-76.9% |
| Participant deferral / active EE | $1,360 | $2,364-42.5% | $1,826-25.5% | $6,507-79.1% |
| Admin fee / account holder | $49 | $2,852-98.3% | $2,491-98.0% | $12,624-99.6% |