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 | $4,498 | $88,751-94.9% | $81,812-94.5% | $145,922-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1025.40%-1012.6pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,718 | $3,083-44.3% | $2,912-41.0% | $4,660-63.1% |
| Participant deferral / active EE | $1,718 | $4,643-63.0% | $4,319-60.2% | $6,688-74.3% |
| Admin fee / account holder | $22 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |