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 8-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 | $11,725 | $96,305-87.8% | $80,569-85.4% | $139,434-91.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.61% | 1350.08%-1334.5pp | 935.43%-919.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,755 | $3,262-46.2% | $2,723-35.6% | $4,751-63.1% |
| Participant deferral / active EE | $1,545 | $5,232-70.5% | $4,447-65.3% | $6,710-77.0% |
| Admin fee / account holder | $148 | $6,599-97.8% | $5,377-97.2% | $11,403-98.7% |