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 6-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 | $9,638 | $169,032-94.3% | $129,207-92.5% | $145,922-93.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 14330.11%-14321.0pp | 9417.33%-9408.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $663 | $5,537-88.0% | $4,153-84.0% | $4,660-85.8% |
| Participant deferral / active EE | $1,027 | $4,987-79.4% | $4,168-75.4% | $6,688-84.6% |
| Admin fee / account holder | $183 | $9,954-98.2% | $7,715-97.6% | $13,397-98.6% |