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 | $28,349 | $96,305-70.6% | $80,569-64.8% | $139,434-79.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 34.24% | 1350.08%-1315.8pp | 935.43%-901.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $1,795 | $3,262-45.0% | $2,723-34.1% | $4,751-62.2% |
| Participant deferral / active EE | $4,989 | $5,232-4.6% | $4,447+12.2% | $6,710-25.7% |
| Admin fee / account holder | $159 | $6,599-97.6% | $5,377-97.1% | $11,403-98.6% |