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 8-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 | $9,442 | $100,852-90.6% | $90,404-89.6% | $158,922-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.01% | 1724.20%-1690.2pp | 1293.02%-1259.0pp | 302.83%-268.8pp |
| Employer contribution / active EE | $1,287 | $3,689-65.1% | $3,262-60.5% | $4,761-73.0% |
| Participant deferral / active EE | $2,752 | $4,348-36.7% | $3,963-30.6% | $5,982-54.0% |
| Admin fee / account holder | $42 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |