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 | $7,391 | $88,751-91.7% | $81,812-91.0% | $145,922-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.96% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,913 | $3,083-38.0% | $2,912-34.3% | $4,660-58.9% |
| Participant deferral / active EE | $2,856 | $4,643-38.5% | $4,319-33.9% | $6,688-57.3% |
| Admin fee / account holder | $125 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |