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 6-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 | $12,578 | $88,751-85.8% | $81,812-84.6% | $145,922-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,298 | $3,083-57.9% | $2,912-55.4% | $4,660-72.1% |
| Participant deferral / active EE | $1,633 | $4,643-64.8% | $4,319-62.2% | $6,688-75.6% |
| Admin fee / account holder | $27 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |