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 | $58,318 | $96,305-39.4% | $80,569-27.6% | $139,434-58.2% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 23.64% | 1350.08%-1326.4pp | 935.43%-911.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $10,882 | $3,262+233.6% | $2,723+299.6% | $4,751+129.1% |
| Participant deferral / active EE | $6,739 | $5,232+28.8% | $4,447+51.5% | $6,710+0.4% |
| Admin fee / account holder | $197 | $6,599-97.0% | $5,377-96.3% | $11,403-98.3% |