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 | $16,350 | $88,751-81.6% | $81,812-80.0% | $145,922-88.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.81% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,221 | $3,083-60.4% | $2,912-58.1% | $4,660-73.8% |
| Participant deferral / active EE | $4,488 | $4,643-3.3% | $4,319+3.9% | $6,688-32.9% |
| Admin fee / account holder | $238 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |