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 | $9,919 | $70,756-86.0% | $65,493-84.9% | $142,382-93.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.32% | 1754.89%-1733.6pp | 982.45%-961.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $640 | $2,881-77.8% | $2,574-75.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,983 | $4,637-57.2% | $3,961-49.9% | $6,507-69.5% |
| Admin fee / account holder | $82 | $6,559-98.8% | $5,028-98.4% | $12,624-99.4% |