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 | $6,284 | $88,751-92.9% | $81,812-92.3% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.08% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,432 | $3,083-53.6% | $2,912-50.8% | $4,660-69.3% |
| Participant deferral / active EE | $2,353 | $4,643-49.3% | $4,319-45.5% | $6,688-64.8% |
| Admin fee / account holder | $261 | $8,415-96.9% | $7,386-96.5% | $13,397-98.0% |