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 | $88,751-87.1% | $81,812-86.0% | $145,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,733 | $3,083-43.8% | $2,912-40.5% | $4,660-62.8% |
| Participant deferral / active EE | $4,333 | $4,643-6.7% | $4,319+0.3% | $6,688-35.2% |
| Admin fee / account holder | $78 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |