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 3-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 | $9,855 | $76,785-87.2% | $56,441-82.5% | $145,959-93.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 20.90% | 3000.51%-2979.6pp | 1704.21%-1683.3pp | 561.95%-541.1pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,950 | $2,624+88.7% | $1,953+153.5% | $6,689-26.0% |
| Admin fee / account holder | $74 | $3,334-97.8% | $2,829-97.4% | $13,398-99.4% |