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 | $14,907 | $169,032-91.2% | $129,207-88.5% | $145,922-89.8% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 8.51% | 14330.11%-14321.6pp | 9417.33%-9408.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,500 | $5,537-36.8% | $4,153-15.7% | $4,660-24.9% |
| Participant deferral / active EE | $2,179 | $4,987-56.3% | $4,168-47.7% | $6,688-67.4% |
| Admin fee / account holder | $45 | $9,954-99.5% | $7,715-99.4% | $13,397-99.7% |