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 10-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 | $16,301 | $99,020-83.5% | $86,590-81.2% | $147,584-89.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.26% | 1312.34%-1285.1pp | 964.84%-937.6pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,480 | $3,132-52.7% | $2,839-47.9% | $4,876-69.6% |
| Participant deferral / active EE | $8,555 | $3,972+115.4% | $3,609+137.1% | $5,439+57.3% |
| Admin fee / account holder | $105 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |