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 | $17,334 | $88,710-80.5% | $81,783-78.8% | $145,959-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1027.26%-1014.4pp | 775.05%-762.2pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,032 | $3,083-34.1% | $2,913-30.2% | $4,661-56.4% |
| Participant deferral / active EE | $3,729 | $4,645-19.7% | $4,320-13.7% | $6,689-44.3% |
| Admin fee / account holder | $3 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |