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 | $95,556 | $70,606+35.3% | $53,898+77.3% | $142,382-32.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.95% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,727 | $1,202+376.4% | $932+514.4% | $4,299+33.2% |
| Participant deferral / active EE | $13,195 | $2,364+458.2% | $1,826+622.5% | $6,507+102.8% |
| Admin fee / account holder | $164 | $2,852-94.2% | $2,491-93.4% | $12,624-98.7% |