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 | $12,400 | $76,738-83.8% | $56,411-78.0% | $145,922-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.04% | 2994.23%-2972.2pp | 1701.33%-1679.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $313 | $1,380-77.3% | $1,039-69.8% | $4,660-93.3% |
| Participant deferral / active EE | $415 | $2,623-84.2% | $1,952-78.7% | $6,688-93.8% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |