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 9-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 | $13,370 | $90,600-85.2% | $79,464-83.2% | $135,375-90.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.63% | 977.43%-971.8pp | 718.14%-712.5pp | 519.73%-514.1pp |
| Employer contribution / active EE | $2,560 | $3,068-16.6% | $2,800-8.6% | $4,779-46.4% |
| Participant deferral / active EE | $5,922 | $4,050+46.2% | $3,704+59.9% | $5,609+5.6% |
| Admin fee / account holder | $168 | $5,907-97.2% | $5,113-96.7% | $10,827-98.4% |