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 | $12,238 | $180,749-93.2% | $160,784-92.4% | $137,256-91.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.73% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,476 | $4,155-64.5% | $3,733-60.5% | $4,156-64.5% |
| Participant deferral / active EE | $2,820 | $6,844-58.8% | $6,293-55.2% | $6,407-56.0% |
| Admin fee / account holder | $216 | $10,397-97.9% | $9,717-97.8% | $12,270-98.2% |