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 6-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 | $37,744 | $81,625-53.8% | $58,482-35.5% | $139,434-72.9% |
| Participation rate | 84.2% | 61.3%+22.9pp | 50.9%+33.4pp | 80.3%+3.9pp |
| Annual return | 15.93% | 7404.20%-7388.3pp | 4239.32%-4223.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,250 | $1,398-10.6% | $1,053+18.6% | $4,751-73.7% |
| Participant deferral / active EE | $3,684 | $2,557+44.1% | $1,924+91.5% | $6,710-45.1% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |