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 | $12,870 | $180,749-92.9% | $160,784-92.0% | $137,256-90.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.77% | 2234.46%-2214.7pp | 1803.92%-1784.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,514 | $4,155-63.6% | $3,733-59.4% | $4,156-63.6% |
| Participant deferral / active EE | $2,074 | $6,844-69.7% | $6,293-67.0% | $6,407-67.6% |
| Admin fee / account holder | $21 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |