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 | $8,291 | $72,400-88.5% | $67,502-87.7% | $145,922-94.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.69% | 7182.46%-7171.8pp | 3512.12%-3501.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,674 | $4,783-23.2% | $4,000-8.1% | $6,688-45.1% |
| Admin fee / account holder | $28 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |