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 | $8,166 | $70,756-88.5% | $65,493-87.5% | $142,382-94.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.78% | 1754.89%-1732.1pp | 982.45%-959.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,544 | $2,881-46.4% | $2,574-40.0% | $4,299-64.1% |
| Participant deferral / active EE | $2,251 | $4,637-51.5% | $3,961-43.2% | $6,507-65.4% |
| Admin fee / account holder | $50 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |