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 4-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 | $31,676 | $70,756-55.2% | $65,493-51.6% | $142,382-77.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 118.56% | 1754.89%-1636.3pp | 982.45%-863.9pp | 217.08%-98.5pp |
| Employer contribution / active EE | $839 | $2,881-70.9% | $2,574-67.4% | $4,299-80.5% |
| Participant deferral / active EE | $2,993 | $4,637-35.5% | $3,961-24.4% | $6,507-54.0% |
| Admin fee / account holder | $116 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |