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 | $8,661 | $88,710-90.2% | $81,783-89.4% | $145,959-94.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.61% | 1027.26%-1017.6pp | 775.05%-765.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,243 | $3,083-59.7% | $2,913-57.3% | $4,661-73.3% |
| Participant deferral / active EE | $2,079 | $4,645-55.3% | $4,320-51.9% | $6,689-68.9% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |