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 | $23,115 | $76,738-69.9% | $56,411-59.0% | $145,922-84.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,125 | $1,380-18.5% | $1,039+8.3% | $4,660-75.9% |
| Participant deferral / active EE | $1,439 | $2,623-45.1% | $1,952-26.3% | $6,688-78.5% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |