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 3-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 | $9,042 | $88,751-89.8% | $81,812-88.9% | $145,922-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.82% | 1025.40%-1004.6pp | 773.79%-753.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,027 | $3,083-34.2% | $2,912-30.4% | $4,660-56.5% |
| Participant deferral / active EE | $2,682 | $4,643-42.2% | $4,319-37.9% | $6,688-59.9% |
| Admin fee / account holder | $189 | $8,415-97.8% | $7,386-97.4% | $13,397-98.6% |