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 | $15,240 | $96,305-84.2% | $80,569-81.1% | $139,434-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 1350.08%-1331.4pp | 935.43%-916.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,201 | $3,262+28.8% | $2,723+54.2% | $4,751-11.6% |
| Participant deferral / active EE | $3,344 | $5,232-36.1% | $4,447-24.8% | $6,710-50.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |