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 5-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 | $56,849 | $70,756-19.7% | $65,493-13.2% | $142,382-60.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.30% | 1754.89%-1742.6pp | 982.45%-970.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $7,590 | $2,881+163.5% | $2,574+194.9% | $4,299+76.6% |
| Participant deferral / active EE | $5,868 | $4,637+26.5% | $3,961+48.1% | $6,507-9.8% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |