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 | $10,132 | $96,635-89.5% | $86,612-88.3% | $139,434-92.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.03% | 106.41%-77.4pp | 591.07%-562.0pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,837 | $3,263-13.1% | $3,022-6.1% | $4,751-40.3% |
| Participant deferral / active EE | $2,837 | $4,836-41.3% | $4,438-36.1% | $6,710-57.7% |
| Admin fee / account holder | $47 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |