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 5-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 | $28,022 | $96,635-71.0% | $86,612-67.6% | $139,434-79.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.18% | 106.41%-83.2pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $4,400 | $3,263+34.9% | $3,022+45.6% | $4,751-7.4% |
| Participant deferral / active EE | $11,969 | $4,836+147.5% | $4,438+169.7% | $6,710+78.4% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |