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 5-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 | $7,679 | $81,625-90.6% | $58,482-86.9% | $139,434-94.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 7404.20%-7389.2pp | 4239.32%-4224.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,060 | $1,398+190.4% | $1,053+285.5% | $4,751-14.5% |
| Participant deferral / active EE | $1,510 | $2,557-40.9% | $1,924-21.5% | $6,710-77.5% |
| Admin fee / account holder | $66 | $3,265-98.0% | $2,516-97.4% | $11,403-99.4% |