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 4-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 | $14,003 | $88,751-84.2% | $81,812-82.9% | $145,922-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.32% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,958 | $3,083-36.5% | $2,912-32.8% | $4,660-58.0% |
| Participant deferral / active EE | $2,521 | $4,643-45.7% | $4,319-41.6% | $6,688-62.3% |
| Admin fee / account holder | $38 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |