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 | $12,158 | $76,738-84.2% | $56,411-78.4% | $145,922-91.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.84% | 2994.23%-2986.4pp | 1701.33%-1693.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,973 | $1,380+43.0% | $1,039+90.0% | $4,660-57.7% |
| Participant deferral / active EE | $3,049 | $2,623+16.3% | $1,952+56.2% | $6,688-54.4% |
| Admin fee / account holder | $242 | $3,334-92.7% | $2,829-91.4% | $13,397-98.2% |