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 | $6,210 | $88,751-93.0% | $81,812-92.4% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.80% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,714 | $3,083-44.4% | $2,912-41.2% | $4,660-63.2% |
| Participant deferral / active EE | $1,876 | $4,643-59.6% | $4,319-56.6% | $6,688-72.0% |
| Admin fee / account holder | $11 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |