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 | $8,905 | $81,625-89.1% | $58,482-84.8% | $139,434-93.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 24.51% | 7404.20%-7379.7pp | 4239.32%-4214.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $941 | $1,398-32.7% | $1,053-10.7% | $4,751-80.2% |
| Participant deferral / active EE | $3,048 | $2,557+19.2% | $1,924+58.4% | $6,710-54.6% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |