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 | $9,010 | $76,738-88.3% | $56,411-84.0% | $145,922-93.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 2994.23%-2985.7pp | 1701.33%-1692.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $4,597 | $1,380+233.1% | $1,039+342.6% | $4,660-1.4% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $198 | $3,334-94.1% | $2,829-93.0% | $13,397-98.5% |