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 10-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 | $8,650 | $88,751-90.3% | $81,812-89.4% | $145,922-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.05% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,284 | $3,083-58.4% | $2,912-55.9% | $4,660-72.4% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $66 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |