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 | $8,316 | $93,024-91.1% | $77,024-89.2% | $134,475-93.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 13.35% | 62.60%-49.2pp | 42.32%-29.0pp | 417.96%-404.6pp |
| Employer contribution / active EE | $3,667 | $3,418+7.3% | $2,812+30.4% | $4,740-22.6% |
| Participant deferral / active EE | $1,714 | $5,238-67.3% | $4,426-61.3% | $6,400-73.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |