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 | $16,801 | $96,305-82.6% | $80,569-79.1% | $139,434-88.0% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.8pp | 80.3%+13.4pp |
| Annual return | 25.53% | 1350.08%-1324.5pp | 935.43%-909.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,829 | $3,262-43.9% | $2,723-32.8% | $4,751-61.5% |
| Participant deferral / active EE | $3,400 | $5,232-35.0% | $4,447-23.6% | $6,710-49.3% |
| Admin fee / account holder | $187 | $6,599-97.2% | $5,377-96.5% | $11,403-98.4% |