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 | $33,733 | $144,119-76.6% | $117,854-71.4% | $147,584-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.65% | 531.15%-518.5pp | 335.08%-322.4pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,785 | $4,896-63.5% | $3,786-52.8% | $4,876-63.4% |
| Participant deferral / active EE | $4,441 | $5,316-16.5% | $4,482-0.9% | $5,439-18.3% |
| Admin fee / account holder | $80 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |