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 | $2,653 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 77.52% | 7404.20%-7326.7pp | 4239.32%-4161.8pp | 372.94%-295.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,556 | $2,557+78.2% | $1,924+136.8% | $6,710-32.1% |
| Admin fee / account holder | $152 | $3,265-95.4% | $2,516-94.0% | $11,403-98.7% |