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 | $10,600 | $70,756-85.0% | $65,493-83.8% | $142,382-92.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.99% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,720 | $2,881-40.3% | $2,574-33.2% | $4,299-60.0% |
| Participant deferral / active EE | $3,304 | $4,637-28.7% | $3,961-16.6% | $6,507-49.2% |
| Admin fee / account holder | $125 | $6,559-98.1% | $5,028-97.5% | $12,624-99.0% |