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 5-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 | $8,196 | $76,738-89.3% | $56,411-85.5% | $145,922-94.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.17% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,045 | $1,380-24.3% | $1,039+0.6% | $4,660-77.6% |
| Participant deferral / active EE | $573 | $2,623-78.1% | $1,952-70.6% | $6,688-91.4% |
| Admin fee / account holder | $163 | $3,334-95.1% | $2,829-94.2% | $13,397-98.8% |