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 | $8,113 | $69,207-88.3% | $64,056-87.3% | $139,434-94.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.65% | 45.88%-15.2pp | 33.69%-3.0pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,354 | $3,182-57.4% | $2,747-50.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,167 | $4,682-32.4% | $3,880-18.4% | $6,710-52.8% |
| Admin fee / account holder | $56 | $4,244-98.7% | $3,068-98.2% | $11,403-99.5% |