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 | $68,097-0.8% | $62,929+7.4% | $137,256-50.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.20% | 1859.11%-1840.9pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,505 | $2,811-46.5% | $2,505-39.9% | $4,156-63.8% |
| Participant deferral / active EE | $12,097 | $4,553+165.7% | $3,888+211.1% | $6,407+88.8% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |