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 | $28,786 | $148,534-80.6% | $135,903-78.8% | $139,434-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 524.76% | 79.19%+445.6pp | 68.23%+456.5pp | 372.94%+151.8pp |
| Employer contribution / active EE | $2,915 | $5,243-44.4% | $4,856-40.0% | $4,751-38.7% |
| Participant deferral / active EE | $7,739 | $8,100-4.5% | $7,758-0.2% | $6,710+15.3% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |