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 | $18,572 | $92,703-80.0% | $82,719-77.5% | $134,475-86.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 65.28% | 944.92%-879.6pp | 701.18%-635.9pp | 417.96%-352.7pp |
| Employer contribution / active EE | $1,269 | $3,274-61.2% | $3,009-57.8% | $4,740-73.2% |
| Participant deferral / active EE | $1,999 | $4,802-58.4% | $4,395-54.5% | $6,400-68.8% |
| Admin fee / account holder | $193 | $5,983-96.8% | $5,329-96.4% | $11,426-98.3% |