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 | $68,097-74.4% | $62,929-72.3% | $137,256-87.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.57% | 1859.11%-1840.5pp | 1063.93%-1045.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,442 | $2,811-48.7% | $2,505-42.4% | $4,156-65.3% |
| Participant deferral / active EE | $1,860 | $4,553-59.1% | $3,888-52.2% | $6,407-71.0% |
| Admin fee / account holder | $45 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |