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 | $23,631 | $72,071-67.2% | $68,368-65.4% | $137,256-82.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 65.19% | 353.14%-287.9pp | 292.57%-227.4pp | 220.34%-155.1pp |
| Employer contribution / active EE | $3,830 | $2,788+37.4% | $2,649+44.6% | $4,156-7.8% |
| Participant deferral / active EE | $9,148 | $4,410+107.4% | $4,123+121.9% | $6,407+42.8% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |