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 | $7,044 | $88,751-92.1% | $81,812-91.4% | $145,922-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.72% | 1025.40%-1000.7pp | 773.79%-749.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,515 | $3,083-18.4% | $2,912-13.7% | $4,660-46.0% |
| Participant deferral / active EE | $2,011 | $4,643-56.7% | $4,319-53.4% | $6,688-69.9% |
| Admin fee / account holder | $263 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |