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 | $8,391 | $81,625-89.7% | $58,482-85.7% | $139,434-94.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 34.39% | 7404.20%-7369.8pp | 4239.32%-4204.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,121 | $1,398-19.8% | $1,053+6.4% | $4,751-76.4% |
| Participant deferral / active EE | $3,523 | $2,557+37.8% | $1,924+83.1% | $6,710-47.5% |
| Admin fee / account holder | $137 | $3,265-95.8% | $2,516-94.6% | $11,403-98.8% |