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 | $9,950 | $169,032-94.1% | $129,207-92.3% | $145,922-93.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.56% | 14330.11%-14312.6pp | 9417.33%-9399.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,180 | $5,537-78.7% | $4,153-71.6% | $4,660-74.7% |
| Participant deferral / active EE | $2,310 | $4,987-53.7% | $4,168-44.6% | $6,688-65.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |