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 8-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 | $19,711 | $88,751-77.8% | $81,812-75.9% | $145,922-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.26% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,001 | $3,083-67.5% | $2,912-65.6% | $4,660-78.5% |
| Participant deferral / active EE | $1,671 | $4,643-64.0% | $4,319-61.3% | $6,688-75.0% |
| Admin fee / account holder | $11 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |