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 | $13,262 | $96,305-86.2% | $80,569-83.5% | $139,434-90.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.70% | 1350.08%-1327.4pp | 935.43%-912.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,157 | $3,262-33.9% | $2,723-20.8% | $4,751-54.6% |
| Participant deferral / active EE | $2,526 | $5,232-51.7% | $4,447-43.2% | $6,710-62.4% |
| Admin fee / account holder | $49 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |