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 | $9,634 | $169,032-94.3% | $129,207-92.5% | $145,922-93.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.30% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,218 | $5,537-78.0% | $4,153-70.7% | $4,660-73.9% |
| Participant deferral / active EE | $2,113 | $4,987-57.6% | $4,168-49.3% | $6,688-68.4% |
| Admin fee / account holder | $12 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |