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 | $11,586 | $88,751-86.9% | $81,812-85.8% | $145,922-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.87% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $368 | $3,083-88.1% | $2,912-87.4% | $4,660-92.1% |
| Participant deferral / active EE | $1,248 | $4,643-73.1% | $4,319-71.1% | $6,688-81.3% |
| Admin fee / account holder | $111 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |