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 | $27,964 | $76,738-63.6% | $56,411-50.4% | $145,922-80.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,075 | $1,380+50.3% | $1,039+99.7% | $4,660-55.5% |
| Participant deferral / active EE | $7,790 | $2,623+197.0% | $1,952+299.1% | $6,688+16.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |