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 | $25,301 | $99,020-74.4% | $86,590-70.8% | $147,584-82.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 69.40% | 1312.34%-1242.9pp | 964.84%-895.4pp | 578.55%-509.1pp |
| Employer contribution / active EE | $3,257 | $3,132+4.0% | $2,839+14.7% | $4,876-33.2% |
| Participant deferral / active EE | $4,470 | $3,972+12.5% | $3,609+23.9% | $5,439-17.8% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |