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 | $11,797 | $88,751-86.7% | $81,812-85.6% | $145,922-91.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.67% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,002 | $3,083-35.1% | $2,912-31.2% | $4,660-57.0% |
| Participant deferral / active EE | $2,619 | $4,643-43.6% | $4,319-39.4% | $6,688-60.8% |
| Admin fee / account holder | $244 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |