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 | $86,858 | $76,738+13.2% | $56,411+54.0% | $145,922-40.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,074 | $1,380+267.7% | $1,039+388.5% | $4,660+8.9% |
| Participant deferral / active EE | $4,707 | $2,623+79.5% | $1,952+141.2% | $6,688-29.6% |
| Admin fee / account holder | $117 | $3,334-96.5% | $2,829-95.9% | $13,397-99.1% |