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 8-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 | $9,138 | $109,817-91.7% | $98,442-90.7% | $167,490-94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.21% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $890 | $3,224-72.4% | $2,960-69.9% | $4,837-81.6% |
| Participant deferral / active EE | $1,439 | $4,673-69.2% | $4,276-66.3% | $6,341-77.3% |
| Admin fee / account holder | $79 | $6,753-98.8% | $5,949-98.7% | $12,309-99.4% |