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 3-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 | $10,226 | $70,756-85.5% | $65,493-84.4% | $142,382-92.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.03% | 1754.89%-1733.9pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,230 | $2,881-57.3% | $2,574-52.2% | $4,299-71.4% |
| Participant deferral / active EE | $1,765 | $4,637-61.9% | $3,961-55.4% | $6,507-72.9% |
| Admin fee / account holder | $74 | $6,559-98.9% | $5,028-98.5% | $12,624-99.4% |