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 | $19,456 | $158,398-87.7% | $126,539-84.6% | $142,382-86.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.15% | 593.76%-579.6pp | 425.95%-411.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,793 | $4,650-61.4% | $3,674-51.2% | $4,299-58.3% |
| Participant deferral / active EE | $1,793 | $4,767-62.4% | $4,083-56.1% | $6,507-72.4% |
| Admin fee / account holder | $56 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |