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 | $8,194 | $158,398-94.8% | $126,539-93.5% | $142,382-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.02% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,273 | $4,650-72.6% | $3,674-65.4% | $4,299-70.4% |
| Participant deferral / active EE | $2,313 | $4,767-51.5% | $4,083-43.4% | $6,507-64.5% |
| Admin fee / account holder | $48 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |