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 9-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 | $17,833 | $169,032-89.4% | $129,207-86.2% | $145,922-87.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 14330.11%-14320.8pp | 9417.33%-9408.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $652 | $5,537-88.2% | $4,153-84.3% | $4,660-86.0% |
| Participant deferral / active EE | $1,397 | $4,987-72.0% | $4,168-66.5% | $6,688-79.1% |
| Admin fee / account holder | $209 | $9,954-97.9% | $7,715-97.3% | $13,397-98.4% |