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 | $42,193 | $70,756-40.4% | $65,493-35.6% | $142,382-70.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.06% | 1754.89%-1734.8pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,121 | $2,881+43.1% | $2,574+60.1% | $4,299-4.1% |
| Participant deferral / active EE | $2,625 | $4,637-43.4% | $3,961-33.7% | $6,507-59.7% |
| Admin fee / account holder | $44 | $6,559-99.3% | $5,028-99.1% | $12,624-99.7% |