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 | $24,738 | $167,307-85.2% | $143,757-82.8% | $134,475-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3156.80% | 0.46%+3156.3pp | -0.04%+3156.8pp | 417.96%+2738.8pp |
| Employer contribution / active EE | $8,666 | $5,619+54.2% | $4,951+75.0% | $4,740+82.8% |
| Participant deferral / active EE | $5,129 | $6,446-20.4% | $5,637-9.0% | $6,400-19.9% |
| Admin fee / account holder | $252 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |