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 3-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 | $4,420 | $74,888-94.1% | $71,209-93.8% | $142,382-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 69.78% | 345.14%-275.4pp | 282.51%-212.7pp | 217.08%-147.3pp |
| Employer contribution / active EE | $1,628 | $2,854-43.0% | $2,721-40.2% | $4,299-62.1% |
| Participant deferral / active EE | $2,096 | $4,454-52.9% | $4,175-49.8% | $6,507-67.8% |
| Admin fee / account holder | $269 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |