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 | $78,520 | $167,307-53.1% | $143,757-45.4% | $134,475-41.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1088.13% | 0.46%+1087.7pp | -0.04%+1088.2pp | 417.96%+670.2pp |
| Employer contribution / active EE | $3,360 | $5,619-40.2% | $4,951-32.1% | $4,740-29.1% |
| Participant deferral / active EE | $11,835 | $6,446+83.6% | $5,637+109.9% | $6,400+84.9% |
| Admin fee / account holder | $167 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |