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 8-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 | $10,048 | $81,625-87.7% | $58,482-82.8% | $139,434-92.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.52% | 7404.20%-7390.7pp | 4239.32%-4225.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,216 | $1,398+58.5% | $1,053+110.4% | $4,751-53.4% |
| Participant deferral / active EE | $3,359 | $2,557+31.4% | $1,924+74.6% | $6,710-49.9% |
| Admin fee / account holder | $231 | $3,265-92.9% | $2,516-90.8% | $11,403-98.0% |