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 | $14,053 | $81,625-82.8% | $58,482-76.0% | $139,434-89.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.47% | 7404.20%-7383.7pp | 4239.32%-4218.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,972 | $1,398+184.1% | $1,053+277.1% | $4,751-16.4% |
| Participant deferral / active EE | $4,500 | $2,557+76.0% | $1,924+133.9% | $6,710-32.9% |
| Admin fee / account holder | $125 | $3,265-96.2% | $2,516-95.0% | $11,403-98.9% |