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 | $5,589 | $72,071-92.2% | $68,368-91.8% | $137,256-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.19% | 353.14%-328.0pp | 292.57%-267.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,671 | $2,788-40.1% | $2,649-36.9% | $4,156-59.8% |
| Participant deferral / active EE | $1,245 | $4,410-71.8% | $4,123-69.8% | $6,407-80.6% |
| Admin fee / account holder | $7 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |