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 | $66,144 | $70,756-6.5% | $65,493+1.0% | $142,382-53.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.04% | 1754.89%-1732.8pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,456 | $2,881+54.7% | $2,574+73.1% | $4,299+3.6% |
| Participant deferral / active EE | $15,402 | $4,637+232.1% | $3,961+288.8% | $6,507+136.7% |
| Admin fee / account holder | $123 | $6,559-98.1% | $5,028-97.6% | $12,624-99.0% |