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 6-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 | $9,468 | $88,751-89.3% | $81,812-88.4% | $145,922-93.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,196 | $3,083-61.2% | $2,912-58.9% | $4,660-74.3% |
| Participant deferral / active EE | $686 | $4,643-85.2% | $4,319-84.1% | $6,688-89.7% |
| Admin fee / account holder | $98 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |