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 | $74,888-89.5% | $71,209-88.9% | $142,382-94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 34.27% | 345.14%-310.9pp | 282.51%-248.2pp | 217.08%-182.8pp |
| Employer contribution / active EE | $1,037 | $2,854-63.7% | $2,721-61.9% | $4,299-75.9% |
| Participant deferral / active EE | $1,476 | $4,454-66.9% | $4,175-64.7% | $6,507-77.3% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |