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 | $6,275 | $76,738-91.8% | $56,411-88.9% | $145,922-95.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.17% | 2994.23%-2976.1pp | 1701.33%-1683.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $659 | $1,380-52.2% | $1,039-36.6% | $4,660-85.9% |
| Participant deferral / active EE | $2,000 | $2,623-23.7% | $1,952+2.5% | $6,688-70.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |