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 | $15,595 | $158,398-90.2% | $126,539-87.7% | $142,382-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.44% | 593.76%-569.3pp | 425.95%-401.5pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,164 | $4,650-53.5% | $3,674-41.1% | $4,299-49.7% |
| Participant deferral / active EE | $2,164 | $4,767-54.6% | $4,083-47.0% | $6,507-66.7% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |