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 | $34,418 | $96,305-64.3% | $80,569-57.3% | $139,434-75.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.31% | 1350.08%-1323.8pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,828 | $3,262+17.3% | $2,723+40.5% | $4,751-19.4% |
| Participant deferral / active EE | $8,047 | $5,232+53.8% | $4,447+80.9% | $6,710+19.9% |
| Admin fee / account holder | $262 | $6,599-96.0% | $5,377-95.1% | $11,403-97.7% |