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 | $15,409 | $88,751-82.6% | $81,812-81.2% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.47% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,907 | $3,083-38.1% | $2,912-34.5% | $4,660-59.1% |
| Participant deferral / active EE | $4,433 | $4,643-4.5% | $4,319+2.7% | $6,688-33.7% |
| Admin fee / account holder | $160 | $8,415-98.1% | $7,386-97.8% | $13,397-98.8% |