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 | $13,008 | $149,040-91.3% | $120,225-89.2% | $137,256-90.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.39% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $890 | $4,350-79.5% | $3,475-74.4% | $4,156-78.6% |
| Participant deferral / active EE | $2,307 | $4,655-50.4% | $3,999-42.3% | $6,407-64.0% |
| Admin fee / account holder | $39 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |