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 | $15,753 | $70,756-77.7% | $65,493-75.9% | $142,382-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.71% | 1754.89%-1728.2pp | 982.45%-955.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,509 | $2,881-12.9% | $2,574-2.6% | $4,299-41.7% |
| Participant deferral / active EE | $3,672 | $4,637-20.8% | $3,961-7.3% | $6,507-43.6% |
| Admin fee / account holder | $70 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |