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 | $5,407 | $72,400-92.5% | $67,502-92.0% | $145,922-96.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.25% | 7182.46%-7166.2pp | 3512.12%-3495.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,116 | $3,069-63.6% | $2,731-59.1% | $4,660-76.0% |
| Participant deferral / active EE | $1,658 | $4,783-65.3% | $4,000-58.6% | $6,688-75.2% |
| Admin fee / account holder | $7 | $5,539-99.9% | $3,998-99.8% | $13,397-99.9% |