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 | $16,837 | $88,751-81.0% | $81,812-79.4% | $145,922-88.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.34% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,570 | $3,083-49.1% | $2,912-46.1% | $4,660-66.3% |
| Participant deferral / active EE | $3,214 | $4,643-30.8% | $4,319-25.6% | $6,688-51.9% |
| Admin fee / account holder | $141 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |