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 4-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 | $9,092 | $90,348-89.9% | $75,972-88.0% | $145,922-93.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.62% | 620.88%-605.3pp | 359.55%-343.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $905 | $3,311-72.7% | $2,685-66.3% | $4,660-80.6% |
| Participant deferral / active EE | $1,845 | $5,162-64.3% | $4,255-56.6% | $6,688-72.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |