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 6-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 | $13,417 | $27,915-51.9% | $58,482-77.1% | $75,163-82.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 30.91% | 44.20%-13.3pp | 4239.32%-4208.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $4,340 | $669+548.6% | $1,053+312.0% | $2,670+62.5% |
| Participant deferral / active EE | $3,103 | $1,201+158.3% | $1,924+61.3% | $4,125-24.8% |
| Admin fee / account holder | $203 | $1,726-88.3% | $2,516-91.9% | $5,651-96.4% |