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 | $13,147 | $88,751-85.2% | $81,812-83.9% | $145,922-91.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 18.31% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,189 | $3,083-61.4% | $2,912-59.2% | $4,660-74.5% |
| Participant deferral / active EE | $3,492 | $4,643-24.8% | $4,319-19.1% | $6,688-47.8% |
| Admin fee / account holder | $53 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |