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 5-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 | $15,055 | $88,751-83.0% | $81,812-81.6% | $145,922-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.82% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,208 | $3,083-28.4% | $2,912-24.2% | $4,660-52.6% |
| Participant deferral / active EE | $2,208 | $4,643-52.4% | $4,319-48.9% | $6,688-67.0% |
| Admin fee / account holder | $75 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |