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 | $31,974 | $88,751-64.0% | $81,812-60.9% | $145,922-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.12% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,520 | $3,083-50.7% | $2,912-47.8% | $4,660-67.4% |
| Participant deferral / active EE | $9,068 | $4,643+95.3% | $4,319+110.0% | $6,688+35.6% |
| Admin fee / account holder | $218 | $8,415-97.4% | $7,386-97.1% | $13,397-98.4% |