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 | $16,676 | $99,020-83.2% | $86,590-80.7% | $147,584-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.04% | 1312.34%-1303.3pp | 964.84%-955.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,373 | $3,132-56.1% | $2,839-51.6% | $4,876-71.8% |
| Participant deferral / active EE | $3,318 | $3,972-16.5% | $3,609-8.0% | $5,439-39.0% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |