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 3-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 | $5,174 | $70,756-92.7% | $65,493-92.1% | $142,382-96.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.55% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,096 | $2,881-62.0% | $2,574-57.4% | $4,299-74.5% |
| Participant deferral / active EE | $1,748 | $4,637-62.3% | $3,961-55.9% | $6,507-73.1% |
| Admin fee / account holder | $148 | $6,559-97.7% | $5,028-97.1% | $12,624-98.8% |