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 | $12,281 | $70,606-82.6% | $53,898-77.2% | $142,382-91.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 33.19% | 619.81%-586.6pp | 528.60%-495.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,829 | $1,202+52.2% | $932+96.2% | $4,299-57.5% |
| Participant deferral / active EE | $4,859 | $2,364+105.6% | $1,826+166.1% | $6,507-25.3% |
| Admin fee / account holder | $97 | $2,852-96.6% | $2,491-96.1% | $12,624-99.2% |