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 | $67,572 | $70,756-4.5% | $65,493+3.2% | $142,382-52.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.20% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,505 | $2,881-47.8% | $2,574-41.5% | $4,299-65.0% |
| Participant deferral / active EE | $12,097 | $4,637+160.9% | $3,961+205.4% | $6,507+85.9% |
| Admin fee / account holder | $74 | $6,559-98.9% | $5,028-98.5% | $12,624-99.4% |