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 | $7,993 | $76,738-89.6% | $56,411-85.8% | $145,922-94.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,547 | $1,380+229.5% | $1,039+337.8% | $4,660-2.4% |
| Participant deferral / active EE | $2,632 | $2,623+0.4% | $1,952+34.8% | $6,688-60.6% |
| Admin fee / account holder | $95 | $3,334-97.1% | $2,829-96.6% | $13,397-99.3% |