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 | $17,621 | $96,635-81.8% | $86,612-79.7% | $139,434-87.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.02% | 106.41%-83.4pp | 591.07%-568.1pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,197 | $3,263-63.3% | $3,022-60.4% | $4,751-74.8% |
| Participant deferral / active EE | $3,530 | $4,836-27.0% | $4,438-20.4% | $6,710-47.4% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |