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 | $4,634 | $74,888-93.8% | $71,209-93.5% | $142,382-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 56.92% | 345.14%-288.2pp | 282.51%-225.6pp | 217.08%-160.2pp |
| Employer contribution / active EE | $1,563 | $2,854-45.3% | $2,721-42.6% | $4,299-63.7% |
| Participant deferral / active EE | $975 | $4,454-78.1% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $50 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |