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 6-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 | $65,664 | $112,096-41.4% | $95,952-31.6% | $158,922-58.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 83.87% | 171.09%-87.2pp | 91.61%-7.7pp | 302.83%-219.0pp |
| Employer contribution / active EE | $713 | $3,198-77.7% | $2,541-71.9% | $4,761-85.0% |
| Participant deferral / active EE | $2,851 | $4,784-40.4% | $4,167-31.6% | $5,982-52.3% |
| Admin fee / account holder | $23 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |