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 | $31,923 | $70,606-54.8% | $53,898-40.8% | $142,382-77.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.84% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,315 | $1,202+9.4% | $932+41.1% | $4,299-69.4% |
| Participant deferral / active EE | $6,019 | $2,364+154.6% | $1,826+229.6% | $6,507-7.5% |
| Admin fee / account holder | $16 | $2,852-99.5% | $2,491-99.4% | $12,624-99.9% |