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 | $17,460 | $70,756-75.3% | $65,493-73.3% | $142,382-87.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.57% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,442 | $2,881-49.9% | $2,574-44.0% | $4,299-66.4% |
| Participant deferral / active EE | $1,860 | $4,637-59.9% | $3,961-53.0% | $6,507-71.4% |
| Admin fee / account holder | $45 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |