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 | $32,440 | $96,305-66.3% | $80,569-59.7% | $139,434-76.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.34% | 1350.08%-1324.7pp | 935.43%-910.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,582 | $3,262-20.9% | $2,723-5.2% | $4,751-45.7% |
| Participant deferral / active EE | $13,975 | $5,232+167.1% | $4,447+214.2% | $6,710+108.3% |
| Admin fee / account holder | $272 | $6,599-95.9% | $5,377-94.9% | $11,403-97.6% |