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 | $51,431 | $70,756-27.3% | $65,493-21.5% | $142,382-63.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.44% | 1754.89%-1734.5pp | 982.45%-962.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,756 | $2,881+30.4% | $2,574+45.9% | $4,299-12.6% |
| Participant deferral / active EE | $8,124 | $4,637+75.2% | $3,961+105.1% | $6,507+24.8% |
| Admin fee / account holder | $55 | $6,559-99.2% | $5,028-98.9% | $12,624-99.6% |