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 | $6,961 | $74,888-90.7% | $71,209-90.2% | $142,382-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.54% | 345.14%-321.6pp | 282.51%-259.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,413 | $2,854-50.5% | $2,721-48.1% | $4,299-67.1% |
| Participant deferral / active EE | $1,413 | $4,454-68.3% | $4,175-66.2% | $6,507-78.3% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |