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 | $10,591 | $70,756-85.0% | $65,493-83.8% | $142,382-92.6% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 18.79% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,023 | $2,881-64.5% | $2,574-60.3% | $4,299-76.2% |
| Participant deferral / active EE | $1,952 | $4,637-57.9% | $3,961-50.7% | $6,507-70.0% |
| Admin fee / account holder | $52 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |