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 | $6,699 | $81,625-91.8% | $58,482-88.5% | $139,434-95.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 39.25% | 7404.20%-7364.9pp | 4239.32%-4200.1pp | 372.94%-333.7pp |
| Employer contribution / active EE | $593 | $1,398-57.6% | $1,053-43.7% | $4,751-87.5% |
| Participant deferral / active EE | $4,858 | $2,557+90.0% | $1,924+152.5% | $6,710-27.6% |
| Admin fee / account holder | $62 | $3,265-98.1% | $2,516-97.5% | $11,403-99.5% |