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 | $18,462 | $81,625-77.4% | $58,482-68.4% | $139,434-86.8% |
| Participation rate | 76.9% | 61.3%+15.6pp | 50.9%+26.1pp | 80.3%-3.4pp |
| Annual return | 25.54% | 7404.20%-7378.7pp | 4239.32%-4213.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,031 | $1,398+45.2% | $1,053+92.8% | $4,751-57.3% |
| Participant deferral / active EE | $2,104 | $2,557-17.7% | $1,924+9.3% | $6,710-68.7% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |