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 | $47,991 | $169,161-71.6% | $129,295-62.9% | $145,959-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.85% | 14348.07%-14331.2pp | 9429.28%-9412.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $874 | $5,543-84.2% | $4,157-79.0% | $4,661-81.3% |
| Participant deferral / active EE | $9,000 | $4,989+80.4% | $4,169+115.9% | $6,689+34.6% |
| Admin fee / account holder | $10 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |