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 | $10,440 | $70,756-85.2% | $65,493-84.1% | $142,382-92.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.85% | 1754.89%-1728.0pp | 982.45%-955.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,851 | $2,881-35.8% | $2,574-28.1% | $4,299-57.0% |
| Participant deferral / active EE | $2,649 | $4,637-42.9% | $3,961-33.1% | $6,507-59.3% |
| Admin fee / account holder | $102 | $6,559-98.4% | $5,028-98.0% | $12,624-99.2% |