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 | $27,724 | $96,305-71.2% | $80,569-65.6% | $139,434-80.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.15% | 1350.08%-1328.9pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,790 | $3,262+77.5% | $2,723+112.6% | $4,751+21.9% |
| Participant deferral / active EE | $4,965 | $5,232-5.1% | $4,447+11.6% | $6,710-26.0% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |