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 | $8,952 | $74,888-88.0% | $71,209-87.4% | $142,382-93.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.07% | 345.14%-321.1pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,600 | $2,854-43.9% | $2,721-41.2% | $4,299-62.8% |
| Participant deferral / active EE | $1,600 | $4,454-64.1% | $4,175-61.7% | $6,507-75.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |