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 | $13,179 | $76,738-82.8% | $56,411-76.6% | $145,922-91.0% |
| Participation rate | 70.8% | 63.2%+7.6pp | 52.5%+18.4pp | 80.3%-9.4pp |
| Annual return | 19.02% | 2994.23%-2975.2pp | 1701.33%-1682.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,719 | $1,380+24.6% | $1,039+65.5% | $4,660-63.1% |
| Participant deferral / active EE | $4,523 | $2,623+72.5% | $1,952+131.7% | $6,688-32.4% |
| Admin fee / account holder | $5 | $3,334-99.9% | $2,829-99.8% | $13,397-100.0% |