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 | $7,608 | $76,738-90.1% | $56,411-86.5% | $145,922-94.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.73% | 2994.23%-2971.5pp | 1701.33%-1678.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,154 | $1,380-16.4% | $1,039+11.1% | $4,660-75.2% |
| Participant deferral / active EE | $4,304 | $2,623+64.1% | $1,952+120.5% | $6,688-35.6% |
| Admin fee / account holder | $46 | $3,334-98.6% | $2,829-98.4% | $13,397-99.7% |