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 | $30,021 | $70,756-57.6% | $65,493-54.2% | $142,382-78.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.30% | 1754.89%-1738.6pp | 982.45%-966.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,389 | $2,881-51.8% | $2,574-46.0% | $4,299-67.7% |
| Participant deferral / active EE | $6,591 | $4,637+42.1% | $3,961+66.4% | $6,507+1.3% |
| Admin fee / account holder | $92 | $6,559-98.6% | $5,028-98.2% | $12,624-99.3% |