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 6-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 | $11,686 | $96,305-87.9% | $80,569-85.5% | $139,434-91.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.35% | 1350.08%-1332.7pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,991 | $3,262-39.0% | $2,723-26.9% | $4,751-58.1% |
| Participant deferral / active EE | $1,084 | $5,232-79.3% | $4,447-75.6% | $6,710-83.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |