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 | $68,097-76.9% | $62,929-75.0% | $137,256-88.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 26.71% | 1859.11%-1832.4pp | 1063.93%-1037.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,509 | $2,811-10.8% | $2,505+0.2% | $4,156-39.6% |
| Participant deferral / active EE | $3,672 | $4,553-19.3% | $3,888-5.6% | $6,407-42.7% |
| Admin fee / account holder | $70 | $6,521-98.9% | $5,065-98.6% | $12,270-99.4% |