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 | $7,877 | $72,071-89.1% | $68,368-88.5% | $137,256-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 34.27% | 353.14%-318.9pp | 292.57%-258.3pp | 220.34%-186.1pp |
| Employer contribution / active EE | $1,037 | $2,788-62.8% | $2,649-60.8% | $4,156-75.0% |
| Participant deferral / active EE | $1,476 | $4,410-66.5% | $4,123-64.2% | $6,407-77.0% |
| Admin fee / account holder | $28 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |