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 | $13,717 | $109,817-87.5% | $98,442-86.1% | $167,490-91.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.10% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $906 | $3,224-71.9% | $2,960-69.4% | $4,837-81.3% |
| Participant deferral / active EE | $1,813 | $4,673-61.2% | $4,276-57.6% | $6,341-71.4% |
| Admin fee / account holder | $75 | $6,753-98.9% | $5,949-98.7% | $12,309-99.4% |