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 | $16,983 | $115,770-85.3% | $101,248-83.2% | $158,922-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,909 | $4,175-6.4% | $3,660+6.8% | $4,761-17.9% |
| Participant deferral / active EE | $6,261 | $4,957+26.3% | $4,370+43.3% | $5,982+4.7% |
| Admin fee / account holder | $166 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |