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 | $8,002 | $88,710-91.0% | $81,783-90.2% | $145,959-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.22% | 1027.26%-1010.0pp | 775.05%-757.8pp | 561.95%-544.7pp |
| Employer contribution / active EE | $1,470 | $3,083-52.3% | $2,913-49.5% | $4,661-68.5% |
| Participant deferral / active EE | $2,702 | $4,645-41.8% | $4,320-37.5% | $6,689-59.6% |
| Admin fee / account holder | $71 | $8,407-99.2% | $7,380-99.0% | $13,398-99.5% |