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 | $10,011 | $96,305-89.6% | $80,569-87.6% | $139,434-92.8% |
| Participation rate | 76.5% | 73.6%+2.8pp | 67.0%+9.5pp | 80.3%-3.8pp |
| Annual return | 22.63% | 1350.08%-1327.5pp | 935.43%-912.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,363 | $3,262-58.2% | $2,723-50.0% | $4,751-71.3% |
| Participant deferral / active EE | $2,788 | $5,232-46.7% | $4,447-37.3% | $6,710-58.4% |
| Admin fee / account holder | $27 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |