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 | $88,751-90.2% | $81,812-89.4% | $145,922-94.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.61% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,243 | $3,083-59.7% | $2,912-57.3% | $4,660-73.3% |
| Participant deferral / active EE | $2,079 | $4,643-55.2% | $4,319-51.9% | $6,688-68.9% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |