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 | $12,943 | $109,817-88.2% | $98,442-86.9% | $167,490-92.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.60% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,816 | $3,224-43.7% | $2,960-38.6% | $4,837-62.5% |
| Participant deferral / active EE | $3,166 | $4,673-32.2% | $4,276-26.0% | $6,341-50.1% |
| Admin fee / account holder | $104 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |