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 3-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 | $19,515 | $99,877-80.5% | $84,966-77.0% | $145,922-86.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 167.30% | 83.76%+83.5pp | 66.38%+100.9pp | 561.29%-394.0pp |
| Employer contribution / active EE | $1,962 | $3,231-39.3% | $2,727-28.1% | $4,660-57.9% |
| Participant deferral / active EE | $2,422 | $5,291-54.2% | $4,519-46.4% | $6,688-63.8% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |