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 | $10,818 | $102,604-89.5% | $86,188-87.4% | $139,434-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.38% | 1922.51%-1912.1pp | 1168.45%-1158.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $852 | $3,032-71.9% | $2,380-64.2% | $4,751-82.1% |
| Participant deferral / active EE | $1,170 | $4,676-75.0% | $3,985-70.6% | $6,710-82.6% |
| Admin fee / account holder | $134 | $8,657-98.4% | $6,852-98.0% | $11,403-98.8% |