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 | $22,817 | $69,207-67.0% | $64,056-64.4% | $139,434-83.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 95.77% | 45.88%+49.9pp | 33.69%+62.1pp | 372.94%-277.2pp |
| Employer contribution / active EE | $3,029 | $3,182-4.8% | $2,747+10.3% | $4,751-36.2% |
| Participant deferral / active EE | $5,026 | $4,682+7.4% | $3,880+29.5% | $6,710-25.1% |
| Admin fee / account holder | $32 | $4,244-99.2% | $3,068-99.0% | $11,403-99.7% |