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 | $7,260 | $90,348-92.0% | $75,972-90.4% | $145,922-95.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.29% | 620.88%-603.6pp | 359.55%-342.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,819 | $3,311-45.1% | $2,685-32.3% | $4,660-61.0% |
| Participant deferral / active EE | $3,083 | $5,162-40.3% | $4,255-27.6% | $6,688-53.9% |
| Admin fee / account holder | $68 | $8,467-99.2% | $6,467-98.9% | $13,397-99.5% |