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 | $20,165 | $70,756-71.5% | $65,493-69.2% | $142,382-85.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.90% | 1754.89%-1743.0pp | 982.45%-970.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,874 | $2,881-35.0% | $2,574-27.2% | $4,299-56.4% |
| Participant deferral / active EE | $2,653 | $4,637-42.8% | $3,961-33.0% | $6,507-59.2% |
| Admin fee / account holder | $149 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |