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 | $8,921 | $76,738-88.4% | $56,411-84.2% | $145,922-93.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.16% | 2994.23%-2975.1pp | 1701.33%-1682.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $738 | $1,380-46.5% | $1,039-29.0% | $4,660-84.2% |
| Participant deferral / active EE | $4,148 | $2,623+58.2% | $1,952+112.5% | $6,688-38.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |