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 | $8,629 | $70,756-87.8% | $65,493-86.8% | $142,382-93.9% |
| Participation rate | 95.7% | 77.4%+18.3pp | 73.1%+22.6pp | 80.1%+15.5pp |
| Annual return | 75.02% | 1754.89%-1679.9pp | 982.45%-907.4pp | 217.08%-142.1pp |
| Employer contribution / active EE | $1,345 | $2,881-53.3% | $2,574-47.7% | $4,299-68.7% |
| Participant deferral / active EE | $4,238 | $4,637-8.6% | $3,961+7.0% | $6,507-34.9% |
| Admin fee / account holder | $6 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |