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 6-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 | $8,735 | $92,703-90.6% | $82,719-89.4% | $134,475-93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 43.60% | 944.92%-901.3pp | 701.18%-657.6pp | 417.96%-374.4pp |
| Employer contribution / active EE | $1,286 | $3,274-60.7% | $3,009-57.3% | $4,740-72.9% |
| Participant deferral / active EE | $2,961 | $4,802-38.3% | $4,395-32.6% | $6,400-53.7% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |