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 | $15,338 | $76,738-80.0% | $56,411-72.8% | $145,922-89.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 2994.23%-2977.6pp | 1701.33%-1684.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,680 | $1,380+21.8% | $1,039+61.7% | $4,660-63.9% |
| Participant deferral / active EE | $1,680 | $2,623-35.9% | $1,952-13.9% | $6,688-74.9% |
| Admin fee / account holder | $62 | $3,334-98.1% | $2,829-97.8% | $13,397-99.5% |