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 | $13,731 | $133,958-89.7% | $112,228-87.8% | $134,475-89.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 558.03% | 47.11%+510.9pp | 27.45%+530.6pp | 417.96%+140.1pp |
| Employer contribution / active EE | $2,074 | $4,038-48.6% | $3,635-42.9% | $4,740-56.2% |
| Participant deferral / active EE | $3,723 | $5,291-29.6% | $4,728-21.3% | $6,400-41.8% |
| Admin fee / account holder | $11 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |