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 | $26,608 | $88,751-70.0% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.25% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,028 | $3,083-34.2% | $2,912-30.4% | $4,660-56.5% |
| Participant deferral / active EE | $19,571 | $4,643+321.5% | $4,319+353.2% | $6,688+192.6% |
| Admin fee / account holder | $88 | $8,415-99.0% | $7,386-98.8% | $13,397-99.3% |