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 | $52,380 | $70,756-26.0% | $65,493-20.0% | $142,382-63.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 27.13% | 1754.89%-1727.8pp | 982.45%-955.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $7,313 | $2,881+153.9% | $2,574+184.1% | $4,299+70.1% |
| Participant deferral / active EE | $10,850 | $4,637+134.0% | $3,961+173.9% | $6,507+66.7% |
| Admin fee / account holder | $84 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |