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 | $21,230 | $123,909-82.9% | $69,647-69.5% | $145,922-85.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 190.55%-178.7pp | 100.48%-88.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,309 | $2,682-51.2% | $1,712-23.6% | $4,660-71.9% |
| Participant deferral / active EE | $4,757 | $4,236+12.3% | $2,886+64.8% | $6,688-28.9% |
| Admin fee / account holder | $28 | $7,863-99.6% | $4,713-99.4% | $13,397-99.8% |