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 3-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 | $7,658 | $158,398-95.2% | $126,539-93.9% | $142,382-94.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 33.10% | 593.76%-560.7pp | 425.95%-392.8pp | 217.08%-184.0pp |
| Employer contribution / active EE | $1,898 | $4,650-59.2% | $3,674-48.3% | $4,299-55.8% |
| Participant deferral / active EE | $3,741 | $4,767-21.5% | $4,083-8.4% | $6,507-42.5% |
| Admin fee / account holder | $34 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |