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 | $7,857 | $88,751-91.1% | $81,812-90.4% | $145,922-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.28% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,069 | $3,083+32.0% | $2,912+39.7% | $4,660-12.7% |
| Participant deferral / active EE | $3,415 | $4,643-26.4% | $4,319-20.9% | $6,688-48.9% |
| Admin fee / account holder | $34 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |