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 | $8,121 | $96,305-91.6% | $80,569-89.9% | $139,434-94.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.45% | 1350.08%-1327.6pp | 935.43%-913.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,441 | $3,262-55.8% | $2,723-47.1% | $4,751-69.7% |
| Participant deferral / active EE | $5,039 | $5,232-3.7% | $4,447+13.3% | $6,710-24.9% |
| Admin fee / account holder | $194 | $6,599-97.1% | $5,377-96.4% | $11,403-98.3% |