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 6-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 | $14,357 | $109,817-86.9% | $98,442-85.4% | $167,490-91.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.31% | 1956.69%-1936.4pp | 1492.73%-1472.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,496 | $3,224-22.6% | $2,960-15.7% | $4,837-48.4% |
| Participant deferral / active EE | $2,496 | $4,673-46.6% | $4,276-41.6% | $6,341-60.6% |
| Admin fee / account holder | $9 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |