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 | $8,264 | $96,635-91.4% | $86,612-90.5% | $139,434-94.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 74.11% | 106.41%-32.3pp | 591.07%-517.0pp | 372.94%-298.8pp |
| Employer contribution / active EE | $2,267 | $3,263-30.5% | $3,022-25.0% | $4,751-52.3% |
| Participant deferral / active EE | $4,075 | $4,836-15.7% | $4,438-8.2% | $6,710-39.3% |
| Admin fee / account holder | $7 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |