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 | $4,956 | $84,402-94.1% | $61,373-91.9% | $134,475-96.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 39.43% | 584.55%-545.1pp | 338.61%-299.2pp | 417.96%-378.5pp |
| Employer contribution / active EE | $609 | $1,544-60.6% | $1,159-47.5% | $4,740-87.1% |
| Participant deferral / active EE | $1,939 | $2,819-31.2% | $2,125-8.7% | $6,400-69.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |