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 3-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 | $26,466 | $81,625-67.6% | $58,482-54.7% | $139,434-81.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.91% | 7404.20%-7386.3pp | 4239.32%-4221.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $7,092 | $1,398+407.2% | $1,053+573.3% | $4,751+49.3% |
| Participant deferral / active EE | $15,775 | $2,557+517.0% | $1,924+720.0% | $6,710+135.1% |
| Admin fee / account holder | $14 | $3,265-99.6% | $2,516-99.4% | $11,403-99.9% |