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 | $1,910 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,037 | $1,380-24.8% | $1,039-0.2% | $4,660-77.7% |
| Participant deferral / active EE | $1,208 | $2,623-53.9% | $1,952-38.1% | $6,688-81.9% |
| Admin fee / account holder | $52 | $3,334-98.4% | $2,829-98.2% | $13,397-99.6% |