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 | $19,116 | $70,756-73.0% | $65,493-70.8% | $142,382-86.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.37% | 1754.89%-1733.5pp | 982.45%-961.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,571 | $2,881-45.5% | $2,574-39.0% | $4,299-63.5% |
| Participant deferral / active EE | $2,241 | $4,637-51.7% | $3,961-43.4% | $6,507-65.6% |
| Admin fee / account holder | $18 | $6,559-99.7% | $5,028-99.6% | $12,624-99.9% |