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 | $52,987 | $150,187-64.7% | $120,354-56.0% | $145,922-63.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.88% | 154.07%-141.2pp | 107.15%-94.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,297 | $4,348-70.2% | $3,463-62.5% | $4,660-72.2% |
| Participant deferral / active EE | $1,521 | $6,173-75.4% | $4,991-69.5% | $6,688-77.3% |
| Admin fee / account holder | $230 | $12,207-98.1% | $9,423-97.6% | $13,397-98.3% |