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 | $13,365 | $81,625-83.6% | $58,482-77.1% | $139,434-90.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.55% | 7404.20%-7373.6pp | 4239.32%-4208.8pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,569 | $1,398+83.7% | $1,053+143.9% | $4,751-45.9% |
| Participant deferral / active EE | $4,153 | $2,557+62.4% | $1,924+115.9% | $6,710-38.1% |
| Admin fee / account holder | $26 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |