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 | $7,509 | $88,751-91.5% | $81,812-90.8% | $145,922-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.92% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,399 | $3,083-54.6% | $2,912-52.0% | $4,660-70.0% |
| Participant deferral / active EE | $908 | $4,643-80.4% | $4,319-79.0% | $6,688-86.4% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |