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 | $11,427 | $88,710-87.1% | $81,783-86.0% | $145,959-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,733 | $3,083-43.8% | $2,913-40.5% | $4,661-62.8% |
| Participant deferral / active EE | $4,333 | $4,645-6.7% | $4,320+0.3% | $6,689-35.2% |
| Admin fee / account holder | $78 | $8,407-99.1% | $7,380-98.9% | $13,398-99.4% |